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
351
$1.62M 0.06%
74,893
-2,018
352
$1.6M 0.06%
3,027
+66
353
$1.6M 0.06%
48,454
-37,989
354
$1.59M 0.06%
19,884
+11,074
355
$1.59M 0.06%
20,051
+154
356
$1.59M 0.06%
31,336
-5,763
357
$1.58M 0.06%
3,685
+201
358
$1.58M 0.06%
63,053
-6,265
359
$1.58M 0.06%
15,172
-13,966
360
$1.58M 0.06%
41,675
+24,097
361
$1.57M 0.06%
20,000
+1,699
362
$1.57M 0.06%
52,580
+17,810
363
$1.56M 0.06%
1,647
+220
364
$1.56M 0.06%
81,187
-1,675
365
$1.56M 0.06%
1,743
+66
366
$1.55M 0.06%
12,593
+6,598
367
$1.53M 0.06%
36,790
+10,920
368
$1.53M 0.06%
29,904
-2,101
369
$1.52M 0.05%
+207,025
370
$1.52M 0.05%
3,060
+550
371
$1.51M 0.05%
66,902
+2,975
372
$1.51M 0.05%
49,471
373
$1.5M 0.05%
63,186
+3,105
374
$1.5M 0.05%
14,677
-326
375
$1.5M 0.05%
4,316
+209
13 14
15
16 17