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
3201
$232 ﹤0.01%
210
+200
3202
$231 ﹤0.01%
30
3203
$226 ﹤0.01%
11
3204
$218 ﹤0.01%
100
3205
$203 ﹤0.01%
206
3206
$202 ﹤0.01%
50
3207
$192 ﹤0.01%
4
3208
$187 ﹤0.01%
40
-415
3209
$171 ﹤0.01%
16
-314
3210
$170 ﹤0.01%
37
-1,176
3211
$162 ﹤0.01%
40
3212
$162 ﹤0.01%
23
-8,075
3213
$155 ﹤0.01%
2
-25
3214
$154 ﹤0.01%
8
-218
3215
$143 ﹤0.01%
4
-550
3216
– –
-172
3217
$142 ﹤0.01%
50
3218
$140 ﹤0.01%
5
3219
$138 ﹤0.01%
6
3220
$137 ﹤0.01%
2
-271
3221
$136 ﹤0.01%
+100
3222
$133 ﹤0.01%
80
3223
$131 ﹤0.01%
6
3224
$127 ﹤0.01%
24
3225
$127 ﹤0.01%
21
-430
127 128
129
130 131