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
451
$1.13M 0.04%
11,728
+1,579
452
$1.12M 0.04%
18,930
-4,384
453
$1.12M 0.04%
7,789
-1,740
454
$1.12M 0.04%
24,639
+1,617
455
$1.11M 0.04%
38,973
+2,144
456
$1.1M 0.04%
4,330
-306
457
$1.09M 0.04%
17,926
+224
458
$1.09M 0.04%
23,749
+12,967
459
$1.09M 0.04%
29,331
-39,101
460
$1.09M 0.04%
8,547
+123
461
$1.09M 0.04%
11,922
+803
462
$1.09M 0.04%
4,505
-382
463
$1.07M 0.04%
22,012
+12,191
464
$1.07M 0.04%
23,304
+571
465
$1.06M 0.04%
2,161
+192
466
$1.06M 0.04%
4,160
-228
467
$1.06M 0.04%
40,461
-3,859
468
$1.05M 0.04%
29,224
+17,760
469
$1.05M 0.04%
2,698
+461
470
$1.04M 0.04%
26,801
+94
471
– –
-177
472
$1.03M 0.04%
22,822
+1,257
473
$1.03M 0.04%
2,142
-2,939
474
$1.03M 0.04%
3,462
+350
475
$1.02M 0.04%
48,286
17 18
19
20 21