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
651
$563K 0.02%
1,558
-6,931
652
$561K 0.02%
21,889
653
$558K 0.02%
53,348
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654
$557K 0.02%
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655
$557K 0.02%
3,393
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5,394
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657
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4,476
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658
$555K 0.02%
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659
$555K 0.02%
5,784
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660
$555K 0.02%
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662
$552K 0.02%
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663
$551K 0.02%
27,015
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$550K 0.02%
17,534
-8,796
665
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16,361
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670
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$541K 0.02%
14,350
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673
$540K 0.02%
2,620
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$536K 0.02%
11,117
-255
675
$536K 0.02%
12,631
+145
25 26
27
28 29