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
901
$296K 0.01%
2,002
-1,319
902
$296K 0.01%
2,546
903
$296K 0.01%
6,916
+488
904
$296K 0.01%
207
+11
905
$295K 0.01%
1,184
+144
906
$295K 0.01%
5,169
+103
907
$295K 0.01%
10,731
+33
908
$295K 0.01%
4,312
-390
909
$295K 0.01%
160
-120
910
$294K 0.01%
3,121
+9
911
$294K 0.01%
11,144
+8,847
912
$294K 0.01%
2,960
913
$293K 0.01%
2,796
+538
914
$292K 0.01%
11,122
915
$291K 0.01%
6,259
-40,218
916
$290K 0.01%
1,807
-461
917
$289K 0.01%
3,051
-28,713
918
$288K 0.01%
1,087
+560
919
$288K 0.01%
1,248
+119
920
$287K 0.01%
1,767
-2
921
$286K 0.01%
2,042
+254
922
$286K 0.01%
1,058
-42
923
$284K 0.01%
8,147
-500
924
$283K 0.01%
11,827
+2
925
$283K 0.01%
9,017
-1,708
35 36
37
38 39