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
3276
– –
0
3277
$14 ﹤0.01%
36
3278
$13 ﹤0.01%
2
3279
$13 ﹤0.01%
1
-2,545
3280
$12 ﹤0.01%
3
3281
– –
0
3282
– –
0
3283
$10 ﹤0.01%
1
-33
3284
$10 ﹤0.01%
1
3285
$10 ﹤0.01%
1
3286
$9 ﹤0.01%
8
-1
3287
$6 ﹤0.01%
1
3288
$5 ﹤0.01%
1
3289
$5 ﹤0.01%
1,000
3290
$5 ﹤0.01%
1
3291
– –
0
3292
$3 ﹤0.01%
10,000
3293
– –
0
3294
$2 ﹤0.01%
+7
3295
– –
0
3296
$2 ﹤0.01%
1
3297
$2 ﹤0.01%
70
3298
$1 ﹤0.01%
6
3299
– –
-1,000
3300
– –
-40
130 131
132
133 134