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
676
$535K 0.02%
14,901
+4,629
677
$534K 0.02%
5,944
-25
678
$533K 0.02%
4,450
-103
679
$533K 0.02%
1,245
+149
680
$533K 0.02%
23,006
+4,804
681
$531K 0.02%
1,843
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682
$530K 0.02%
3,370
-6,465
683
$528K 0.02%
10,510
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684
$526K 0.02%
6,388
+104
685
$524K 0.02%
14,307
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686
$523K 0.02%
3,040
+271
687
$521K 0.02%
8,275
-390
688
$521K 0.02%
4,111
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689
$520K 0.02%
3,588
-212
690
$519K 0.02%
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691
$519K 0.02%
24,877
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$519K 0.02%
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693
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7,139
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694
$515K 0.02%
3,591
-270
695
$512K 0.02%
4,137
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696
$509K 0.02%
19,320
697
$507K 0.02%
28,123
-2,682
698
$506K 0.02%
+16,020
699
$505K 0.02%
2,869
+1,147
700
$505K 0.02%
938
-34
26 27
28
29 30