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
926
$282K 0.01%
736
+688
927
$282K 0.01%
10,832
-526
928
$281K 0.01%
3,217
+4
929
$279K 0.01%
43,928
+4,945
930
$278K 0.01%
1,292
-18
931
$278K 0.01%
2,415
-425
932
$276K 0.01%
162,601
+161,601
933
$275K 0.01%
23,122
-4,422
934
$275K 0.01%
1,834
-431
935
$275K 0.01%
5,011
+3,974
936
$275K 0.01%
13,387
-473
937
$275K 0.01%
795
-13
938
$274K 0.01%
2,630
+1,130
939
$273K 0.01%
3,940
+3,503
940
$271K 0.01%
2,673
+1,822
941
$271K 0.01%
9,615
+5,699
942
$270K 0.01%
4,388
+331
943
$268K 0.01%
8,295
+7,150
944
$268K 0.01%
3,957
-847
945
$267K 0.01%
8,756
-900
946
$266K 0.01%
1,380
-161
947
$266K 0.01%
2,240
+649
948
$266K 0.01%
9,066
+7,937
949
$265K 0.01%
2,768
+116
950
$264K 0.01%
63
-25
36 37
38
39 40