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
3176
$321 ﹤0.01%
14
-16
3177
$318 ﹤0.01%
68
3178
$313 ﹤0.01%
19
3179
$307 ﹤0.01%
9
3180
$305 ﹤0.01%
7
3181
$304 ﹤0.01%
10
3182
$304 ﹤0.01%
10
3183
$298 ﹤0.01%
114
3184
$296 ﹤0.01%
10
3185
$289 ﹤0.01%
3
-181
3186
$286 ﹤0.01%
9
3187
$282 ﹤0.01%
100
3188
$281 ﹤0.01%
30
-1
3189
$278 ﹤0.01%
40
3190
$276 ﹤0.01%
2
3191
$275 ﹤0.01%
60
-100
3192
$272 ﹤0.01%
50
3193
$268 ﹤0.01%
59
+1
3194
$264 ﹤0.01%
7,900
3195
$260 ﹤0.01%
200
3196
$255 ﹤0.01%
40
3197
$249 ﹤0.01%
589
+572
3198
$244 ﹤0.01%
4
3199
$242 ﹤0.01%
2
-151
3200
$236 ﹤0.01%
10
126 127
128
129 130