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
3426
– –
-100
3427
$0 ﹤0.01%
+1
3428
– –
-46
3429
– –
-4
3430
– –
-298
3431
– –
-27
3432
– –
-11
3433
– –
-1,000
3434
– –
-29
3435
– –
-600
3436
– –
-66
3437
– –
-27,388
3438
– –
-20
3439
– –
-4,804
3440
– –
-960
3441
– –
-43
3442
– –
-51
3443
– –
-250
3444
– –
-170
3445
– –
-168
3446
– –
-400
3447
– –
-15
3448
– –
-96
3449
– –
-1,387
3450
– –
-300
136 137
138
139 140