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
976
$254K 0.01%
8,583
-15,779
977
$254K 0.01%
2,570
+688
978
$252K 0.01%
659
979
$252K 0.01%
2,611
+1,231
980
$252K 0.01%
6,540
+3
981
$252K 0.01%
8,869
-210
982
$251K 0.01%
1,422
+824
983
$250K 0.01%
4,500
+66
984
$249K 0.01%
6,497
985
$249K 0.01%
2,413
+134
986
$249K 0.01%
4,700
+2,000
987
$248K 0.01%
9,184
+4,115
988
$248K 0.01%
4,981
989
$248K 0.01%
5,541
+1,797
990
$247K 0.01%
1,895
-1,245
991
$247K 0.01%
4,666
+28
992
$247K 0.01%
2,940
-466
993
$246K 0.01%
17,626
+1,037
994
$245K 0.01%
7,394
+75
995
$245K 0.01%
544
+523
996
$245K 0.01%
1,904
-982
997
$244K 0.01%
3,678
+1,850
998
$243K 0.01%
2,218
+64
999
$243K 0.01%
5,236
+426
1000
$243K 0.01%
7,186
+4,786
38 39
40
41 42