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
3151
$488 ﹤0.01%
11
-530
3152
$485 ﹤0.01%
500
3153
$484 ﹤0.01%
533
+500
3154
$481 ﹤0.01%
4
3155
$469 ﹤0.01%
259
3156
$441 ﹤0.01%
15
-250
3157
$437 ﹤0.01%
27
3158
$437 ﹤0.01%
100
-6,000
3159
$435 ﹤0.01%
4
3160
$431 ﹤0.01%
9
3161
$422 ﹤0.01%
142
-287
3162
$414 ﹤0.01%
40
3163
$412 ﹤0.01%
75
3164
$403 ﹤0.01%
71
3165
$400 ﹤0.01%
100
+60
3166
$396 ﹤0.01%
2
3167
$386 ﹤0.01%
115
3168
$384 ﹤0.01%
16
-9
3169
$383 ﹤0.01%
55
3170
$371 ﹤0.01%
13
3171
$342 ﹤0.01%
+100
3172
$339 ﹤0.01%
8
-20
3173
$334 ﹤0.01%
24
3174
$332 ﹤0.01%
22
-610
3175
$331 ﹤0.01%
8
125 126
127
128 129