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
1051
$216K 0.01%
26,122
-3,756
1052
$215K 0.01%
13,319
-2,950
1053
$214K 0.01%
9,852
1054
$214K 0.01%
4,287
-147
1055
$213K 0.01%
816
+235
1056
$213K 0.01%
1,940
+192
1057
$212K 0.01%
738
1058
$212K 0.01%
5,530
-21
1059
$210K 0.01%
726
+5
1060
$210K 0.01%
14,808
-2,500
1061
$209K 0.01%
12,453
-299
1062
$209K 0.01%
+7,200
1063
$208K 0.01%
6,152
-189
1064
$208K 0.01%
4,052
+2,638
1065
$207K 0.01%
2,657
-2,003
1066
$207K 0.01%
5,356
-61
1067
$206K 0.01%
+6,790
1068
$206K 0.01%
2,158
+21
1069
$206K 0.01%
4,670
-760
1070
$206K 0.01%
7,879
+1,000
1071
$205K 0.01%
10,617
-162
1072
$205K 0.01%
+5,858
1073
$205K 0.01%
1,558
+1,541
1074
$205K 0.01%
+8,691
1075
$205K 0.01%
1,513
+308
41 42
43
44 45