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
376
$1.49M 0.05%
13,213
+1,300
377
$1.48M 0.05%
12,234
+1,021
378
$1.48M 0.05%
3,100
+742
379
$1.47M 0.05%
1,417
+106
380
$1.47M 0.05%
59,731
+18,507
381
$1.47M 0.05%
23,245
+672
382
$1.46M 0.05%
110,064
+23,627
383
$1.46M 0.05%
18,990
+1,470
384
$1.46M 0.05%
59,609
+7,772
385
$1.45M 0.05%
7,198
-2,301
386
$1.44M 0.05%
63,148
+5,012
387
$1.44M 0.05%
28,939
+3,534
388
$1.44M 0.05%
31,576
+4,141
389
$1.43M 0.05%
7,516
+298
390
$1.42M 0.05%
21,885
+695
391
$1.41M 0.05%
23,396
-695
392
$1.39M 0.05%
33,230
-5,406
393
$1.39M 0.05%
1,502
+1,088
394
$1.37M 0.05%
35,176
-310
395
$1.37M 0.05%
37,071
+4,434
396
$1.37M 0.05%
22,345
+7,218
397
$1.36M 0.05%
60,048
+1,431
398
$1.35M 0.05%
15,170
+12,044
399
$1.35M 0.05%
16,757
-3,489
400
$1.34M 0.05%
6,971
+6,285
14 15
16
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