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
3401
– –
-402
3402
– –
-239
3403
– –
-500
3404
– –
-7,597
3405
– –
-184
3406
– –
-31
3407
– –
-6
3408
– –
-2,816
3409
– –
-1,117
3410
– –
-37
3411
– –
-29
3412
– –
-1,250
3413
– –
-3,103
3414
– –
-69
3415
– –
-1,810
3416
– –
-750
3417
– –
-6
3418
– –
-13
3419
– –
-728
3420
– –
-52
3421
– –
-4
3422
– –
-281
3423
– –
-1
3424
– –
-94
3425
– –
-1,000
135 136
137
138 139