IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
26
$19.1M 0.69%
482,309
+31,721
27
$18.1M 0.65%
189,042
+5,404
28
$17.7M 0.64%
16,533
+1,017
29
$17.5M 0.63%
293,047
+21,328
30
$17.3M 0.63%
147,975
+13,165
31
$16.7M 0.6%
150,780
-472
32
$15.8M 0.57%
163,461
+4,107
33
$15.1M 0.54%
263,023
-24,971
34
$13.9M 0.5%
49,136
+16,592
35
$13.5M 0.49%
352,539
-2,998
36
$12.8M 0.46%
565,317
+25,845
37
$12.7M 0.46%
57,314
+36,399
38
$12.6M 0.45%
348,733
+1,734
39
$12.5M 0.45%
237,501
+25,210
40
$12.2M 0.44%
157,044
+648
41
$12.1M 0.44%
67,536
-52,512
42
$12.1M 0.44%
256,218
-7,402
43
$11.8M 0.43%
383,587
-1,063
44
$11.8M 0.42%
84,288
+5,696
45
$11.4M 0.41%
19,967
+2,411
46
$11.3M 0.41%
88,033
+1,746
47
$10.9M 0.39%
157,688
-2,141
48
$10.8M 0.39%
237,802
-29,362
49
$10.6M 0.38%
25,107
-22,575
50
$10.5M 0.38%
49,589
+743
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