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
1076
$205K 0.01%
4,907
+113
1077
$204K 0.01%
+6,560
1078
$204K 0.01%
8,383
1079
$204K 0.01%
2,284
-128
1080
$203K 0.01%
2,631
+673
1081
$203K 0.01%
3,895
1082
$202K 0.01%
5,304
+3,359
1083
$202K 0.01%
3,878
+312
1084
$202K 0.01%
1,282
+388
1085
$202K 0.01%
6,004
1086
$202K 0.01%
17,944
+13,592
1087
$201K 0.01%
6,651
+3,498
1088
$201K 0.01%
6,865
+1,266
1089
$200K 0.01%
704
+69
1090
$199K 0.01%
1,288
-868
1091
$199K 0.01%
6,501
-1,994
1092
$199K 0.01%
883
+118
1093
$198K 0.01%
2,825
-698
1094
$198K 0.01%
7,128
1095
$198K 0.01%
4,588
1096
$197K 0.01%
6,747
-424
1097
$196K 0.01%
+7,841
1098
$196K 0.01%
8,410
-238
1099
$196K 0.01%
712
+630
1100
$196K 0.01%
9,969
-8,434
42 43
44
45 46