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
776
$402K 0.01%
5,738
+6
777
$400K 0.01%
3,673
+228
778
$400K 0.01%
2,397
-1,948
779
$398K 0.01%
2,910
-10,910
780
$398K 0.01%
5,514
+931
781
$398K 0.01%
10,560
-1,168
782
$397K 0.01%
7,485
783
$397K 0.01%
1,624
+462
784
$396K 0.01%
16,907
-1,850
785
$396K 0.01%
6,520
+884
786
$395K 0.01%
10,241
+4,731
787
$392K 0.01%
7,646
+41
788
$391K 0.01%
5,897
+3,750
789
$391K 0.01%
11,038
+537
790
$390K 0.01%
3,869
+140
791
$389K 0.01%
6,138
-769
792
$388K 0.01%
3,512
+201
793
$386K 0.01%
3,788
-86,656
794
$385K 0.01%
7,649
+50
795
$385K 0.01%
19,630
-6,785
796
$383K 0.01%
25,466
+9,495
797
$380K 0.01%
933
-165
798
$379K 0.01%
4,505
+350
799
$379K 0.01%
2,473
-50
800
$378K 0.01%
+24,306
30 31
32
33 34