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
801
$377K 0.01%
4,736
802
$377K 0.01%
1,795
-175
803
$376K 0.01%
1,049
+612
804
$375K 0.01%
1,385
-992
805
$374K 0.01%
40,000
806
$373K 0.01%
7,041
+2,001
807
$373K 0.01%
6,830
-1,274
808
$373K 0.01%
3,021
+2,004
809
$373K 0.01%
11,550
+4,025
810
$372K 0.01%
10,017
+1
811
$367K 0.01%
7,731
-4,221
812
$366K 0.01%
+14,350
813
$366K 0.01%
5,603
+29
814
$365K 0.01%
9,849
+563
815
$365K 0.01%
9,037
-1,226
816
$362K 0.01%
8,447
-506
817
$362K 0.01%
6,150
+335
818
$359K 0.01%
14,942
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819
$359K 0.01%
7,733
-3,218
820
$358K 0.01%
8,576
-1,027
821
$358K 0.01%
4,443
+725
822
$357K 0.01%
5,834
+501
823
$356K 0.01%
13,327
+1,296
824
$355K 0.01%
2,353
+1,685
825
$355K 0.01%
13,516
-1
31 32
33
34 35