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
1001
$242K 0.01%
8,428
+1,248
1002
$242K 0.01%
5,296
+225
1003
$241K 0.01%
2,565
-275
1004
$241K 0.01%
4,782
-524
1005
$239K 0.01%
3,392
1006
$239K 0.01%
3,560
-2,200
1007
$238K 0.01%
5,814
-1,828
1008
$237K 0.01%
16,502
+185
1009
$237K 0.01%
2,122
+662
1010
$237K 0.01%
5,765
-466
1011
$237K 0.01%
10,418
1012
$236K 0.01%
4,578
+782
1013
$236K 0.01%
1,472
-40
1014
$234K 0.01%
184
-100
1015
$234K 0.01%
935
+15
1016
$233K 0.01%
4,526
-286
1017
$233K 0.01%
6,961
+3,488
1018
$232K 0.01%
7,384
+6,744
1019
$232K 0.01%
5,724
-10,743
1020
$231K 0.01%
3,503
-1,384
1021
$230K 0.01%
2,126
+162
1022
$229K 0.01%
1,634
-48,654
1023
$229K 0.01%
2,622
+632
1024
$229K 0.01%
2,512
+420
1025
$228K 0.01%
7,858
-43,053
39 40
41
42 43