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
401
$1.33M 0.05%
21,007
+103
402
$1.33M 0.05%
7,418
-360
403
$1.33M 0.05%
26,202
+1,018
404
$1.32M 0.05%
33,692
+8,319
405
$1.31M 0.05%
9,732
+261
406
$1.31M 0.05%
8,239
-605
407
$1.31M 0.05%
18,067
+2,270
408
$1.31M 0.05%
6,823
+1,222
409
$1.31M 0.05%
10,964
-1,002
410
$1.29M 0.05%
9,334
-72
411
$1.29M 0.05%
58,452
-897
412
$1.29M 0.05%
20,299
+19,769
413
$1.28M 0.05%
14,109
+6,598
414
$1.28M 0.05%
11,802
+2
415
$1.28M 0.05%
66,485
-93,990
416
$1.28M 0.05%
32,518
+24,030
417
$1.27M 0.05%
3,268
+920
418
$1.27M 0.05%
4,750
+179
419
$1.26M 0.05%
26,890
-114
420
$1.25M 0.05%
64,061
-442
421
$1.25M 0.05%
19,590
-3,425
422
$1.24M 0.04%
31,311
423
$1.23M 0.04%
16,651
+11,810
424
$1.23M 0.04%
9,084
+174
425
$1.22M 0.04%
6,105
+245
15 16
17
18 19