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
476
$1.02M 0.04%
9,809
-1,994
477
$1.02M 0.04%
5,309
-61
478
$1.01M 0.04%
10,532
+5,219
479
$1.01M 0.04%
20,109
+8,614
480
$1.01M 0.04%
41,955
+135
481
$1M 0.04%
6,145
-3,182
482
$989K 0.04%
9,870
+947
483
$980K 0.04%
3,027
+652
484
$980K 0.04%
4,185
-53
485
$978K 0.04%
35,137
-662
486
$969K 0.03%
19,305
+170
487
$967K 0.03%
25,502
+24,986
488
$956K 0.03%
7,229
+566
489
$956K 0.03%
3,926
+372
490
$953K 0.03%
14,454
-4,622
491
$948K 0.03%
6,666
+287
492
$945K 0.03%
83,812
+27,174
493
$944K 0.03%
7,180
+966
494
$943K 0.03%
29,937
-56,143
495
$937K 0.03%
2,950
-49
496
$935K 0.03%
6,996
-20
497
$934K 0.03%
8,544
+729
498
$933K 0.03%
10,362
-926
499
$926K 0.03%
8,964
+20
500
$919K 0.03%
8,322
+2,518
18 19
20
21 22