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
3076
$992 ﹤0.01%
184
3077
$979 ﹤0.01%
24
-28
3078
$973 ﹤0.01%
+60
3079
$972 ﹤0.01%
29
3080
$969 ﹤0.01%
165
3081
$964 ﹤0.01%
1,250
3082
$953 ﹤0.01%
417
3083
$950 ﹤0.01%
69
+54
3084
$945 ﹤0.01%
140
3085
$933 ﹤0.01%
7
3086
$932 ﹤0.01%
+34
3087
$929 ﹤0.01%
107
+50
3088
$925 ﹤0.01%
25
3089
$924 ﹤0.01%
280
3090
$918 ﹤0.01%
50
3091
$911 ﹤0.01%
134
3092
$878 ﹤0.01%
1,000
3093
$863 ﹤0.01%
83
-217
3094
$860 ﹤0.01%
120
3095
$857 ﹤0.01%
5
3096
$836 ﹤0.01%
100
3097
$834 ﹤0.01%
844
+500
3098
$826 ﹤0.01%
120
3099
$804 ﹤0.01%
10
3100
$800 ﹤0.01%
300
-2,200
122 123
124
125 126