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
3051
$1.17K ﹤0.01%
22
-110
3052
$1.17K ﹤0.01%
46
3053
$1.17K ﹤0.01%
45
3054
$1.15K ﹤0.01%
100
-292
3055
$1.15K ﹤0.01%
59
3056
$1.15K ﹤0.01%
34,717
+1,599
3057
$1.14K ﹤0.01%
68
+36
3058
$1.14K ﹤0.01%
30
-32
3059
$1.12K ﹤0.01%
27
3060
$1.12K ﹤0.01%
420
3061
$1.11K ﹤0.01%
500
3062
$1.09K ﹤0.01%
200
3063
$1.08K ﹤0.01%
557
3064
$1.07K ﹤0.01%
35
+3
3065
$1.06K ﹤0.01%
214
3066
$1.06K ﹤0.01%
+32
3067
$1.06K ﹤0.01%
7
-1
3068
$1.06K ﹤0.01%
11
3069
$1.05K ﹤0.01%
11
3070
$1.05K ﹤0.01%
7
-110
3071
$1.05K ﹤0.01%
45
-712
3072
$1.04K ﹤0.01%
109
3073
$1.02K ﹤0.01%
64
-4
3074
$1K ﹤0.01%
54
3075
$998 ﹤0.01%
80
121 122
123
124 125