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
3026
$1.34K ﹤0.01%
13
3027
$1.33K ﹤0.01%
+27
3028
$1.33K ﹤0.01%
57
3029
$1.33K ﹤0.01%
5
3030
$1.32K ﹤0.01%
34
-1,536
3031
$1.32K ﹤0.01%
330
3032
$1.32K ﹤0.01%
73
3033
$1.32K ﹤0.01%
43
-28
3034
$1.3K ﹤0.01%
183
3035
$1.29K ﹤0.01%
6
3036
$1.27K ﹤0.01%
8
3037
$1.27K ﹤0.01%
15
-750
3038
$1.26K ﹤0.01%
9
-2
3039
$1.26K ﹤0.01%
95
3040
$1.24K ﹤0.01%
46
+16
3041
$1.23K ﹤0.01%
101
+8
3042
$1.23K ﹤0.01%
200
3043
$1.23K ﹤0.01%
255
+80
3044
$1.22K ﹤0.01%
500
3045
$1.21K ﹤0.01%
200
3046
$1.21K ﹤0.01%
19
+1
3047
$1.2K ﹤0.01%
+30
3048
$1.2K ﹤0.01%
+49
3049
$1.18K ﹤0.01%
21
3050
$1.18K ﹤0.01%
+154
120 121
122
123 124