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
1026
$228K 0.01%
2,572
-661
1027
$227K 0.01%
7,333
+11
1028
$227K 0.01%
48,691
+27,270
1029
$226K 0.01%
13,037
+3,012
1030
$226K 0.01%
4,798
+48
1031
$226K 0.01%
688
-34
1032
$226K 0.01%
860
-96
1033
$225K 0.01%
1,110
+518
1034
$224K 0.01%
2,383
+325
1035
$223K 0.01%
4,604
-1,518
1036
$222K 0.01%
368
+276
1037
$222K 0.01%
2,011
-527
1038
$221K 0.01%
6,991
-135
1039
$221K 0.01%
18,492
+688
1040
$221K 0.01%
9,415
+1,942
1041
$221K 0.01%
962
+32
1042
$220K 0.01%
1,604
+853
1043
$220K 0.01%
755
-111
1044
$219K 0.01%
2,487
+967
1045
$218K 0.01%
5,136
+100
1046
$218K 0.01%
24,282
-2,698
1047
$218K 0.01%
3,306
-278
1048
$217K 0.01%
7,639
+309
1049
$217K 0.01%
1,883
-184
1050
$216K 0.01%
1,435
+181
40 41
42
43 44