IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
51
$10.5M 0.38%
52,782
-8,003
52
$10.4M 0.37%
37,773
+2,765
53
$10.3M 0.37%
87,906
+15,049
54
$10.3M 0.37%
137,239
+44,117
55
$10.1M 0.36%
174,859
+42,613
56
$10.1M 0.36%
627,804
+26,770
57
$9.99M 0.36%
450,687
-2,004
58
$9.64M 0.35%
253,680
-4,219
59
$9.39M 0.34%
34,184
-22,709
60
$9.39M 0.34%
10,591
-732
61
$9.25M 0.33%
15,814
+2,536
62
$9.2M 0.33%
78,682
+4,958
63
$9.2M 0.33%
203,317
+7,349
64
$9.06M 0.33%
22,362
+5,510
65
$8.84M 0.32%
53,900
+21,220
66
$8.78M 0.32%
95,458
+2,933
67
$8.35M 0.3%
47,827
-3,587
68
$8.22M 0.3%
131,941
+5,728
69
$8.21M 0.3%
155,457
-6,151
70
$8.15M 0.29%
136,875
-12,580
71
$7.87M 0.28%
97,730
+3,610
72
$7.81M 0.28%
15,816
-3,357
73
$7.72M 0.28%
317,581
+24,702
74
$7.68M 0.28%
160,810
+62,556
75
$7.62M 0.27%
258,166
-8,834
1 2
3
4 5