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
3226
$126 ﹤0.01%
40
3227
$125 ﹤0.01%
10
3228
$124 ﹤0.01%
50
3229
$123 ﹤0.01%
+41
3230
$122 ﹤0.01%
4
+2
3231
$122 ﹤0.01%
9
-118
3232
– –
-216
3233
$104 ﹤0.01%
37
3234
$100 ﹤0.01%
+34
3235
$97 ﹤0.01%
3
-728
3236
$97 ﹤0.01%
2
-433
3237
$95 ﹤0.01%
2
-591
3238
$93 ﹤0.01%
3
-722
3239
$93 ﹤0.01%
20
-20
3240
$89 ﹤0.01%
7
3241
$81 ﹤0.01%
14
3242
$76 ﹤0.01%
100
3243
$76 ﹤0.01%
10
3244
$73 ﹤0.01%
1
3245
$73 ﹤0.01%
+2,665
3246
$72 ﹤0.01%
134
3247
$71 ﹤0.01%
+211
3248
$63 ﹤0.01%
1
3249
$60 ﹤0.01%
5
3250
$58 ﹤0.01%
307
+295
128 129
130
131 132