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
2926
$1.85K ﹤0.01%
+15
2927
$1.84K ﹤0.01%
351
2928
$1.83K ﹤0.01%
52
-14
2929
$1.82K ﹤0.01%
27
2930
$1.82K ﹤0.01%
+33
2931
$1.82K ﹤0.01%
145
2932
$1.82K ﹤0.01%
261
+163
2933
$1.81K ﹤0.01%
100
-153
2934
$1.8K ﹤0.01%
125
2935
$1.8K ﹤0.01%
63
2936
$1.79K ﹤0.01%
44
-182
2937
$1.78K ﹤0.01%
+72
2938
$1.78K ﹤0.01%
73
+10
2939
$1.77K ﹤0.01%
1,756
2940
$1.77K ﹤0.01%
+125
2941
$1.77K ﹤0.01%
42
+24
2942
$1.76K ﹤0.01%
43
-344
2943
$1.75K ﹤0.01%
9
+2
2944
$1.75K ﹤0.01%
+215
2945
$1.74K ﹤0.01%
60
-21
2946
$1.74K ﹤0.01%
50
2947
$1.74K ﹤0.01%
+43
2948
$1.72K ﹤0.01%
74
-383
2949
$1.72K ﹤0.01%
140
2950
$1.72K ﹤0.01%
+44
116 117
118
119 120