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
3001
$1.46K ﹤0.01%
4
-64
3002
$1.46K ﹤0.01%
250
3003
$1.46K ﹤0.01%
150
-150
3004
$1.45K ﹤0.01%
27
+23
3005
$1.45K ﹤0.01%
44
3006
$1.43K ﹤0.01%
625
3007
$1.42K ﹤0.01%
85
-57
3008
$1.41K ﹤0.01%
100
3009
$1.41K ﹤0.01%
198
-8,702
3010
$1.4K ﹤0.01%
100
3011
$1.4K ﹤0.01%
20
3012
$1.4K ﹤0.01%
78
-6
3013
$1.4K ﹤0.01%
36
3014
$1.4K ﹤0.01%
31
+2
3015
$1.39K ﹤0.01%
267
3016
$1.38K ﹤0.01%
82
-626
3017
$1.38K ﹤0.01%
51
3018
$1.37K ﹤0.01%
200
3019
$1.35K ﹤0.01%
50
3020
$1.35K ﹤0.01%
241
3021
$1.35K ﹤0.01%
100
3022
$1.35K ﹤0.01%
22
3023
$1.35K ﹤0.01%
25
3024
$1.34K ﹤0.01%
39
-9
3025
$1.34K ﹤0.01%
35
-100
119 120
121
122 123