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
851
$335K 0.01%
26,999
-2,194
852
$334K 0.01%
9,592
+6,876
853
$334K 0.01%
1,626
-449
854
$333K 0.01%
615
-33
855
$333K 0.01%
2,722
-176
856
$333K 0.01%
12,960
+9,094
857
$332K 0.01%
5,113
+298
858
$330K 0.01%
5,640
-375
859
$330K 0.01%
15,616
-2,502
860
$329K 0.01%
314
-237
861
$327K 0.01%
9,271
-19,982
862
$326K 0.01%
1,516
-112
863
$326K 0.01%
6,452
864
$325K 0.01%
10,077
865
$325K 0.01%
10,343
-64,007
866
$324K 0.01%
+12,794
867
$323K 0.01%
13,170
+20
868
$322K 0.01%
12,419
+10,366
869
$322K 0.01%
13,132
-85,566
870
$321K 0.01%
5,560
+142
871
$321K 0.01%
4,864
+367
872
$319K 0.01%
8,653
-305
873
$319K 0.01%
2,771
+566
874
$318K 0.01%
3,544
+3,535
875
$317K 0.01%
1,780
+19
33 34
35
36 37