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
701
$502K 0.02%
5,970
+5
702
$492K 0.02%
5,402
+4,851
703
$491K 0.02%
2,063
+265
704
$490K 0.02%
1,743
-153
705
$490K 0.02%
4,003
+299
706
$488K 0.02%
12,516
707
$488K 0.02%
5,881
+417
708
$484K 0.02%
1,948
+437
709
$482K 0.02%
15,753
+13,734
710
$480K 0.02%
37,728
+11,047
711
$479K 0.02%
20,824
-1,512
712
$478K 0.02%
20,702
+17,332
713
$476K 0.02%
843
+14
714
$475K 0.02%
3,396
+182
715
$474K 0.02%
3,916
-390
716
$474K 0.02%
3,060
+558
717
$472K 0.02%
9,814
+370
718
$472K 0.02%
15,583
719
$471K 0.02%
12,638
-1,300
720
$471K 0.02%
807
+26
721
$470K 0.02%
3,961
-110
722
$463K 0.02%
25,305
-3,767
723
$460K 0.02%
3,800
-14
724
$456K 0.02%
5,848
+122
725
$455K 0.02%
1,722
-137
27 28
29
30 31