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
526
$819K 0.03%
2,710
-425
527
$818K 0.03%
32,134
-1,542
528
$814K 0.03%
8,324
-1,344
529
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3,511
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530
$808K 0.03%
11,278
531
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14,576
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532
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533
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29,552
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534
$794K 0.03%
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536
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4,456
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537
$788K 0.03%
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-91
538
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539
$783K 0.03%
24,970
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540
$782K 0.03%
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541
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4,279
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18,570
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545
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30,627
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546
$763K 0.03%
14,682
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547
$761K 0.03%
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-5,043
548
$759K 0.03%
14,607
-6,265
549
$759K 0.03%
5,653
-629
550
$757K 0.03%
2,985
+10
20 21
22
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