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
276
$2.19M 0.08%
60,151
+27,704
277
$2.19M 0.08%
7,994
-191
278
$2.17M 0.08%
47,690
-14,095
279
$2.17M 0.08%
7,992
+165
280
$2.16M 0.08%
82,639
+11,160
281
$2.16M 0.08%
10,651
+216
282
$2.15M 0.08%
20,007
-695
283
$2.15M 0.08%
22,450
+2,108
284
$2.14M 0.08%
26,301
+17,971
285
$2.13M 0.08%
53,767
-44,633
286
$2.12M 0.08%
11,705
+5,398
287
$2.12M 0.08%
62,982
-430
288
$2.11M 0.08%
8,038
+392
289
$2.08M 0.08%
40,203
+6,839
290
$2.08M 0.07%
50,052
-1,300
291
$2.07M 0.07%
21,517
-1,327
292
$2.06M 0.07%
34,753
+33,273
293
$2.05M 0.07%
39,744
+2,350
294
$2.04M 0.07%
102,535
+45,644
295
$2.04M 0.07%
17,322
+3,223
296
$2.03M 0.07%
2,432
+1,323
297
$2.03M 0.07%
34,805
+8,640
298
$2.02M 0.07%
91,294
-852
299
$2.02M 0.07%
47,919
+47,869
300
$2.02M 0.07%
3,632
+45
10 11
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