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
3101
$800 ﹤0.01%
6
3102
$776 ﹤0.01%
+21
3103
$773 ﹤0.01%
86
3104
$770 ﹤0.01%
30
+11
3105
$767 ﹤0.01%
36
3106
$755 ﹤0.01%
+100
3107
$753 ﹤0.01%
64
3108
$745 ﹤0.01%
33
-90
3109
$738 ﹤0.01%
63
3110
$737 ﹤0.01%
9
-14
3111
$724 ﹤0.01%
9
3112
$722 ﹤0.01%
65
-599
3113
$708 ﹤0.01%
23
3114
$701 ﹤0.01%
405
3115
$693 ﹤0.01%
10
-377
3116
$688 ﹤0.01%
+700
3117
$677 ﹤0.01%
+50
3118
$653 ﹤0.01%
+31
3119
$643 ﹤0.01%
+24
3120
$631 ﹤0.01%
97
3121
$630 ﹤0.01%
500
3122
$629 ﹤0.01%
184
+84
3123
$619 ﹤0.01%
6
-1,653
3124
$614 ﹤0.01%
53
3125
$614 ﹤0.01%
11
123 124
125
126 127