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
2951
$1.71K ﹤0.01%
+22
2952
$1.7K ﹤0.01%
35
2953
$1.7K ﹤0.01%
35
2954
$1.7K ﹤0.01%
+6
2955
$1.7K ﹤0.01%
47
-653
2956
$1.7K ﹤0.01%
+15
2957
$1.69K ﹤0.01%
100
2958
$1.68K ﹤0.01%
+32
2959
$1.68K ﹤0.01%
18
+1
2960
$1.67K ﹤0.01%
65
+29
2961
$1.67K ﹤0.01%
+38
2962
$1.67K ﹤0.01%
+56
2963
$1.66K ﹤0.01%
31
-447
2964
$1.66K ﹤0.01%
47
+19
2965
$1.65K ﹤0.01%
34
+17
2966
$1.65K ﹤0.01%
43
2967
$1.65K ﹤0.01%
47
+17
2968
$1.64K ﹤0.01%
+173
2969
$1.64K ﹤0.01%
12
2970
$1.64K ﹤0.01%
+56
2971
$1.62K ﹤0.01%
+136
2972
$1.61K ﹤0.01%
165
2973
$1.61K ﹤0.01%
230
2974
$1.61K ﹤0.01%
53
2975
$1.59K ﹤0.01%
+200
117 118
119
120 121