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
576
$690K 0.02%
18,016
-1,370
577
$688K 0.02%
22,751
-2,753
578
$687K 0.02%
14,211
-211
579
$684K 0.02%
+20,500
580
$683K 0.02%
50,826
-8,815
581
$682K 0.02%
7,777
+218
582
$681K 0.02%
5,394
-11
583
$680K 0.02%
20,297
584
$678K 0.02%
19,146
+5,055
585
$674K 0.02%
7,461
-78
586
$672K 0.02%
22,569
+285
587
$669K 0.02%
6,941
-136
588
$669K 0.02%
30,326
+12,932
589
$669K 0.02%
18,646
+7,317
590
$661K 0.02%
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-136
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592
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50,583
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593
$657K 0.02%
13,814
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594
$656K 0.02%
3,610
-31
595
$655K 0.02%
1,522
+287
596
$654K 0.02%
1,322
+68
597
$654K 0.02%
25,606
+3,700
598
$653K 0.02%
16,616
+14,293
599
$653K 0.02%
318
-34
600
$651K 0.02%
5,940
-7,439
22 23
24
25 26