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
751
$430K 0.02%
956
-2,022
752
$425K 0.02%
25,529
-1,072
753
$424K 0.02%
18,837
-8,761
754
$424K 0.02%
3,565
+448
755
$422K 0.02%
6,277
-962
756
$422K 0.02%
10,836
+9,316
757
$421K 0.02%
3,088
+162
758
$421K 0.02%
5,239
-445
759
$421K 0.02%
7,063
-4,389
760
$418K 0.02%
6,902
-1,299
761
$418K 0.02%
3,529
+431
762
$418K 0.02%
5,000
+421
763
$418K 0.02%
12,235
+12,135
764
$418K 0.02%
4,987
-195
765
$415K 0.02%
3,473
-76
766
$414K 0.01%
19,783
-4,443
767
$412K 0.01%
1,535
+192
768
$411K 0.01%
11,508
+2,884
769
$410K 0.01%
+16,400
770
$409K 0.01%
11,873
+11,192
771
$407K 0.01%
79,189
+4,081
772
$407K 0.01%
3,810
+3,481
773
$405K 0.01%
1,837
+98
774
$403K 0.01%
4,081
-426
775
$403K 0.01%
5,471
+1,661
29 30
31
32 33