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
551
$754K 0.03%
17,355
+2,127
552
$753K 0.03%
15,731
-15,441
553
$752K 0.03%
5,918
+2,203
554
$752K 0.03%
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+281
555
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28,129
-1,793
556
$749K 0.03%
70,930
+13,910
557
$741K 0.03%
25,895
558
$739K 0.03%
3,263
-632
559
$737K 0.03%
18,841
+1,348
560
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6,942
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561
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2,463
-290
562
$734K 0.03%
10,239
+6,648
563
$733K 0.03%
34,476
+3,091
564
$733K 0.03%
18,048
-4,333
565
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11,624
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8,448
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19,397
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569
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6,520
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570
$704K 0.03%
11,191
-2,011
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$700K 0.03%
5,455
-1,211
572
$695K 0.03%
27,115
-1,519
573
$694K 0.03%
24,686
-37,108
574
$692K 0.02%
4,752
-93
575
$691K 0.02%
8,014
21 22
23
24 25