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
626
$596K 0.02%
23,540
+22,160
627
$595K 0.02%
8,054
+3,395
628
$594K 0.02%
2,156
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629
$593K 0.02%
18,255
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630
$591K 0.02%
43,304
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631
$589K 0.02%
+15,513
632
$588K 0.02%
3,751
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633
$587K 0.02%
1,104
-99
634
$586K 0.02%
16,149
-1,201
635
$582K 0.02%
9,390
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636
$581K 0.02%
7,913
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637
$579K 0.02%
11,318
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638
$579K 0.02%
6,905
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639
$577K 0.02%
4,037
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640
$573K 0.02%
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$573K 0.02%
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5,250
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$567K 0.02%
12,559
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645
$567K 0.02%
1,120
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646
$566K 0.02%
10,909
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647
$565K 0.02%
178
+3
648
$564K 0.02%
291
-547
649
$563K 0.02%
19,155
+955
650
$563K 0.02%
30,555
-514
24 25
26
27 28