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
876
$315K 0.01%
11,584
877
$315K 0.01%
10,701
-2,306
878
$315K 0.01%
669
+5
879
$314K 0.01%
7,056
+2,038
880
$313K 0.01%
3,031
-70
881
$312K 0.01%
8,528
+168
882
$311K 0.01%
4,266
-900
883
$310K 0.01%
2,804
+2,074
884
$310K 0.01%
2,631
+1,808
885
$307K 0.01%
6,398
+1,126
886
$307K 0.01%
6,280
+1,577
887
$305K 0.01%
4,328
-88
888
$305K 0.01%
2,194
-2,375
889
$303K 0.01%
928
-18
890
$303K 0.01%
1,989
-600
891
$303K 0.01%
12,566
-63,007
892
$301K 0.01%
12,265
893
$300K 0.01%
7,128
+2,624
894
$300K 0.01%
5,067
-4,980
895
$300K 0.01%
7,009
-3,634
896
$300K 0.01%
2,787
-83
897
$298K 0.01%
2,759
-216
898
$297K 0.01%
6,090
-329
899
$297K 0.01%
11,336
+10,207
900
$297K 0.01%
9,602
-518
34 35
36
37 38