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
301
$2.02M 0.07%
36,700
-2,684
302
$2.01M 0.07%
34,956
+4,059
303
$2.01M 0.07%
37,509
+10,467
304
$2M 0.07%
13,215
-4,450
305
$1.98M 0.07%
125,727
+93,899
306
$1.94M 0.07%
97,154
-9,163
307
$1.94M 0.07%
7,527
-271
308
$1.93M 0.07%
18,853
-3,065
309
$1.93M 0.07%
85,244
-24,175
310
$1.92M 0.07%
15,342
+1,040
311
$1.91M 0.07%
25,416
-433
312
$1.9M 0.07%
34,144
+26,969
313
$1.89M 0.07%
16,409
+385
314
$1.89M 0.07%
64,878
+56,269
315
$1.88M 0.07%
+68,033
316
$1.88M 0.07%
6,754
-1,370
317
$1.86M 0.07%
26,259
+2,552
318
$1.86M 0.07%
26,300
-18
319
$1.85M 0.07%
5,745
-3,261
320
$1.83M 0.07%
53,440
+25,053
321
$1.83M 0.07%
45,135
+4,913
322
$1.82M 0.07%
87,272
+50,386
323
$1.8M 0.06%
15,762
+3,752
324
$1.79M 0.06%
79,840
-8,127
325
$1.79M 0.06%
75,538
+68,924
11 12
13
14 15