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
726
$454K 0.02%
5,411
-1,772
727
$450K 0.02%
3,566
+453
728
$450K 0.02%
3,564
-2,214
729
$449K 0.02%
1,868
+73
730
$448K 0.02%
18,484
-2,020
731
$447K 0.02%
13,299
+5,540
732
$445K 0.02%
8,711
+200
733
$444K 0.02%
10,344
+4,808
734
$442K 0.02%
7,393
+1,597
735
$442K 0.02%
735
-70
736
$441K 0.02%
3,261
-100
737
$440K 0.02%
872
-271
738
$440K 0.02%
4,023
739
$439K 0.02%
4,635
-12
740
$439K 0.02%
1,559
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741
$439K 0.02%
2,930
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742
$438K 0.02%
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743
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5,540
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744
$436K 0.02%
10,322
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745
$436K 0.02%
22,513
-2,500
746
$435K 0.02%
22,823
-18,542
747
$435K 0.02%
9,716
-295
748
$432K 0.02%
23,393
-277
749
$431K 0.02%
11,027
-7,588
750
$430K 0.02%
16,994
+13,596
28 29
30
31 32