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
501
$915K 0.03%
11,008
+1,607
502
$913K 0.03%
8,761
+3,762
503
$904K 0.03%
8,633
-589
504
$900K 0.03%
2,474
-167
505
$900K 0.03%
9,710
+233
506
$885K 0.03%
10,017
+141
507
$883K 0.03%
15,602
+3,765
508
$879K 0.03%
23,384
509
$877K 0.03%
37,371
+891
510
$872K 0.03%
110,947
+20,079
511
$871K 0.03%
33,955
-3,642
512
$867K 0.03%
6,943
+5,508
513
$867K 0.03%
9,324
-509
514
$864K 0.03%
1,838
-37
515
$861K 0.03%
13,168
+103
516
$859K 0.03%
1,847
-457
517
$859K 0.03%
14,118
+3,744
518
$857K 0.03%
16,801
+9,633
519
$852K 0.03%
13,287
-127
520
$852K 0.03%
31,957
-1,148
521
$844K 0.03%
23,152
+114
522
$842K 0.03%
42,672
-3,944
523
$836K 0.03%
19,345
+4,489
524
$825K 0.03%
1,737
+22
525
$821K 0.03%
24,910
-15,133
19 20
21
22 23