IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.04M
3
+$6.84M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$5.77M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.22M

Top Sells

1
+$22M
2
+$9.56M
3
+$9.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.83M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.83M

Sector Composition

1 Technology 9.7%
2 Financials 4.28%
3 Consumer Discretionary 3.64%
4 Healthcare 3.3%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$2.31K ﹤0.01%
+80
2877
$2.31K ﹤0.01%
20
+15
2878
$2.29K ﹤0.01%
1,333
-500
2879
$2.29K ﹤0.01%
59
-17
2880
$2.27K ﹤0.01%
111
2881
$2.27K ﹤0.01%
16
-445
2882
$2.26K ﹤0.01%
91
2883
$2.26K ﹤0.01%
235
2884
$2.24K ﹤0.01%
31
2885
$2.24K ﹤0.01%
116
+1
2886
$2.23K ﹤0.01%
119
2887
$2.23K ﹤0.01%
143
2888
$2.23K ﹤0.01%
29
-22
2889
$2.22K ﹤0.01%
48
2890
$2.22K ﹤0.01%
1,000
2891
$2.2K ﹤0.01%
116
+114
2892
$2.18K ﹤0.01%
2,500
2893
$2.16K ﹤0.01%
+110
2894
$2.16K ﹤0.01%
71
2895
$2.15K ﹤0.01%
+82
2896
$2.14K ﹤0.01%
300
2897
$2.14K ﹤0.01%
41
2898
$2.13K ﹤0.01%
166
2899
$2.13K ﹤0.01%
81
-20
2900
$2.12K ﹤0.01%
37
114 115
116
117 118