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
951
$264K 0.01%
4,138
952
$264K 0.01%
2,362
+2,303
953
$263K 0.01%
6,956
+5,131
954
$263K 0.01%
3,615
+318
955
$263K 0.01%
11,803
+500
956
$263K 0.01%
772
+394
957
$263K 0.01%
5,592
+119
958
$262K 0.01%
3,649
-6,441
959
$262K 0.01%
2,190
+280
960
$262K 0.01%
7,391
+75
961
$262K 0.01%
532
-57
962
$262K 0.01%
9,240
+107
963
$261K 0.01%
2,323
-898
964
$261K 0.01%
1,193
-294
965
$260K 0.01%
2,619
+1
966
$260K 0.01%
15,521
+313
967
$260K 0.01%
1,095
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968
$259K 0.01%
1,156
-129
969
$259K 0.01%
3,986
-59
970
$259K 0.01%
2,077
+103
971
$258K 0.01%
1,849
+2
972
$258K 0.01%
6,290
973
$257K 0.01%
1,997
974
$256K 0.01%
5,361
+378
975
$255K 0.01%
3,051
-139
37 38
39
40 41