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
826
$354K 0.01%
3,256
-270
827
$354K 0.01%
885
+2
828
$354K 0.01%
3,328
-695
829
$353K 0.01%
4,179
-2,194
830
$353K 0.01%
13,210
+2,115
831
$353K 0.01%
17,530
+1,994
832
$351K 0.01%
4,526
+142
833
$351K 0.01%
1,121
+191
834
$350K 0.01%
5,385
+1,369
835
$350K 0.01%
4,559
+3,048
836
$349K 0.01%
3,475
-20,923
837
$348K 0.01%
16,770
+601
838
$347K 0.01%
1,729
+77
839
$345K 0.01%
32,493
-20
840
$343K 0.01%
1,346
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841
$340K 0.01%
7,777
842
$340K 0.01%
6,691
+1,958
843
$340K 0.01%
2,536
-1,365
844
$339K 0.01%
8,102
-700
845
$338K 0.01%
7,629
-202
846
$337K 0.01%
1,955
+454
847
$337K 0.01%
5,934
+2,806
848
$337K 0.01%
5,884
849
$336K 0.01%
12,864
+9,157
850
$335K 0.01%
18,072
-198
32 33
34
35 36