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
326
$1.77M 0.06%
45,830
+30,150
327
$1.76M 0.06%
42,002
-5,239
328
$1.76M 0.06%
65,450
+6,824
329
$1.75M 0.06%
42,474
-4,719
330
$1.73M 0.06%
8,875
-249
331
$1.72M 0.06%
73,979
+3,129
332
$1.72M 0.06%
73,508
+3,009
333
$1.72M 0.06%
21,661
-151
334
$1.71M 0.06%
74,168
+2,128
335
$1.71M 0.06%
72,836
+57,836
336
$1.7M 0.06%
35,878
+390
337
$1.7M 0.06%
36,373
-362
338
$1.7M 0.06%
12,910
+10,260
339
$1.7M 0.06%
8,182
+2,596
340
$1.69M 0.06%
40,577
-6,544
341
$1.69M 0.06%
87,510
+84,199
342
$1.69M 0.06%
79,064
+5,134
343
$1.68M 0.06%
6,121
+1,002
344
$1.67M 0.06%
71,549
+3,132
345
$1.64M 0.06%
21,355
+15,358
346
$1.64M 0.06%
10,190
+464
347
$1.64M 0.06%
11,523
-427
348
$1.63M 0.06%
31,556
-408
349
$1.63M 0.06%
60,660
-2,097
350
$1.62M 0.06%
19,359
+1,009
12 13
14
15 16