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
3251
$56 ﹤0.01%
8
-19,253
3252
$51 ﹤0.01%
1
3253
$50 ﹤0.01%
23
-189
3254
$49 ﹤0.01%
4
-1,024
3255
$45 ﹤0.01%
1
-735
3256
$41 ﹤0.01%
7
3257
$40 ﹤0.01%
18
3258
$39 ﹤0.01%
5
3259
$36 ﹤0.01%
8
3260
$34 ﹤0.01%
2
3261
$33 ﹤0.01%
5
3262
$32 ﹤0.01%
10
3263
$30 ﹤0.01%
9
3264
$27 ﹤0.01%
+1
3265
$25 ﹤0.01%
3
3266
$24 ﹤0.01%
5
3267
$23 ﹤0.01%
2
3268
$22 ﹤0.01%
1
-339
3269
$20 ﹤0.01%
1
-7,333
3270
$20 ﹤0.01%
3
3271
$19 ﹤0.01%
2
-280
3272
$18 ﹤0.01%
1
-1,946
3273
$18 ﹤0.01%
2
-142
3274
$17 ﹤0.01%
8
3275
$16 ﹤0.01%
3
129 130
131
132 133