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
3126
$610 ﹤0.01%
10
3127
$608 ﹤0.01%
150
3128
$595 ﹤0.01%
23
+15
3129
$592 ﹤0.01%
+55
3130
$588 ﹤0.01%
15
3131
$588 ﹤0.01%
250
3132
$578 ﹤0.01%
+20
3133
$573 ﹤0.01%
39
3134
$572 ﹤0.01%
35
3135
$570 ﹤0.01%
200
3136
$570 ﹤0.01%
23
3137
$569 ﹤0.01%
23
3138
$568 ﹤0.01%
21
-61
3139
$565 ﹤0.01%
13
3140
$548 ﹤0.01%
4
3141
$542 ﹤0.01%
80
3142
$534 ﹤0.01%
100
3143
$525 ﹤0.01%
39
3144
$525 ﹤0.01%
75
3145
$525 ﹤0.01%
+27
3146
$522 ﹤0.01%
3
3147
$516 ﹤0.01%
16
3148
$502 ﹤0.01%
12
-88
3149
$496 ﹤0.01%
100
3150
$494 ﹤0.01%
56
124 125
126
127 128