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
601
$650K 0.02%
25,941
+9,013
602
$645K 0.02%
10,069
+26
603
$645K 0.02%
117,503
604
$640K 0.02%
4,258
+445
605
$638K 0.02%
20,320
-2,830
606
$634K 0.02%
5,796
-791
607
$633K 0.02%
2,435
-1,364
608
$629K 0.02%
3,863
+2,237
609
$629K 0.02%
9,816
+788
610
$625K 0.02%
25,166
+1,456
611
$624K 0.02%
21,409
+2,400
612
$617K 0.02%
21,160
+9,234
613
$616K 0.02%
3,709
+486
614
$613K 0.02%
7,850
-2,503
615
$611K 0.02%
17,701
-14,978
616
$608K 0.02%
3,897
-124
617
$607K 0.02%
85,301
618
$607K 0.02%
9,551
+5,846
619
$606K 0.02%
13,046
+2,442
620
$605K 0.02%
19,980
-605
621
$605K 0.02%
3,576
+606
622
$603K 0.02%
1,157
+303
623
$602K 0.02%
20,461
-10,419
624
$602K 0.02%
3,104
-1,035
625
$601K 0.02%
12,722
+7,881
23 24
25
26 27