IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
76
$7.62M 0.27%
161,565
+74,763
77
$7.57M 0.27%
38,321
+6,264
78
$7.22M 0.26%
49,026
+12,002
79
$7.17M 0.26%
285,852
+36,537
80
$7.14M 0.26%
91,435
+39,967
81
$7.12M 0.26%
29,019
+9,832
82
$6.96M 0.25%
22,845
+8,483
83
$6.92M 0.25%
93,036
-17,164
84
$6.85M 0.25%
31,110
+624
85
$6.81M 0.25%
283,841
-25,897
86
$6.61M 0.24%
139,817
-36,997
87
$6.56M 0.24%
190,335
+167,434
88
$6.56M 0.24%
129,587
+9,754
89
$6.52M 0.24%
321,660
+23,747
90
$6.45M 0.23%
73,445
+878
91
$6.45M 0.23%
79,843
+27,177
92
$6.35M 0.23%
267,128
+18,828
93
$6.29M 0.23%
127,395
-2,625
94
$6.24M 0.23%
376,902
+204,018
95
$6.23M 0.22%
57,113
+2,069
96
$6.21M 0.22%
106,575
-1,102
97
$6.15M 0.22%
35,663
+6,473
98
$6.05M 0.22%
35,514
+6,725
99
$5.95M 0.21%
244,100
+4,657
100
$5.79M 0.21%
28,030
-5,514
2 3
4
5 6