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
2901
$2.12K ﹤0.01%
220
-1,000
2902
$2.09K ﹤0.01%
105
+82
2903
$2.09K ﹤0.01%
31
2904
$2.09K ﹤0.01%
68
2905
$2.08K ﹤0.01%
42
2906
$2.06K ﹤0.01%
49
2907
$2.06K ﹤0.01%
+59
2908
$2.05K ﹤0.01%
95
2909
$2.03K ﹤0.01%
48
2910
$1.99K ﹤0.01%
17
2911
$1.98K ﹤0.01%
219
2912
$1.97K ﹤0.01%
234
-2,919
2913
$1.96K ﹤0.01%
20
2914
$1.95K ﹤0.01%
64
2915
$1.94K ﹤0.01%
49
-97
2916
$1.94K ﹤0.01%
79
+1
2917
$1.93K ﹤0.01%
313
2918
$1.93K ﹤0.01%
+67
2919
$1.91K ﹤0.01%
20
-10
2920
$1.89K ﹤0.01%
31
2921
$1.88K ﹤0.01%
19
2922
$1.86K ﹤0.01%
+300
2923
$1.85K ﹤0.01%
100
2924
$1.85K ﹤0.01%
100
2925
$1.85K ﹤0.01%
120
115 116
117
118 119