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
2976
$1.58K ﹤0.01%
24
-29
2977
$1.57K ﹤0.01%
89
2978
$1.57K ﹤0.01%
+45
2979
$1.57K ﹤0.01%
33
2980
$1.57K ﹤0.01%
500
2981
$1.57K ﹤0.01%
30
-207
2982
$1.56K ﹤0.01%
+34
2983
$1.56K ﹤0.01%
10,000
2984
$1.55K ﹤0.01%
+31
2985
$1.53K ﹤0.01%
9
-577
2986
$1.53K ﹤0.01%
66
-4,304
2987
$1.53K ﹤0.01%
7
2988
$1.52K ﹤0.01%
31
-54
2989
$1.51K ﹤0.01%
69
2990
$1.5K ﹤0.01%
33
-175
2991
$1.5K ﹤0.01%
1,000
2992
$1.5K ﹤0.01%
200
2993
$1.49K ﹤0.01%
45
2994
$1.48K ﹤0.01%
102
-2
2995
$1.48K ﹤0.01%
81
2996
$1.48K ﹤0.01%
600
2997
$1.46K ﹤0.01%
59
2998
$1.46K ﹤0.01%
42
2999
$1.46K ﹤0.01%
180
-4,500
3000
$1.46K ﹤0.01%
395
118 119
120
121 122