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
426
$1.21M 0.04%
38,783
+6,164
427
$1.2M 0.04%
39,593
-15,412
428
$1.2M 0.04%
13,816
+11,666
429
$1.19M 0.04%
23,483
-5,650
430
$1.19M 0.04%
21,956
+378
431
$1.19M 0.04%
24,102
-27,594
432
$1.19M 0.04%
49,584
+19,284
433
$1.18M 0.04%
28,760
-341
434
$1.18M 0.04%
13,124
-17,093
435
$1.17M 0.04%
24,098
+2,159
436
$1.17M 0.04%
10,699
+129
437
$1.17M 0.04%
23,397
+2,175
438
$1.17M 0.04%
5,658
+259
439
$1.17M 0.04%
32,416
+11,209
440
$1.16M 0.04%
23,205
+2,153
441
$1.16M 0.04%
23,131
+2,141
442
$1.16M 0.04%
20,578
-154
443
$1.16M 0.04%
1,986
+1,591
444
$1.16M 0.04%
10,991
+851
445
$1.15M 0.04%
20,158
-13,096
446
$1.15M 0.04%
18,178
+10,667
447
$1.14M 0.04%
9,752
+215
448
$1.14M 0.04%
3,412
+2,011
449
$1.13M 0.04%
55,167
+202
450
$1.13M 0.04%
46,534
+7,136
16 17
18
19 20