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
1101
$195K 0.01%
4,813
-3,567
1102
$195K 0.01%
6,394
-957
1103
$194K 0.01%
3,696
-715
1104
$194K 0.01%
11,136
-1,000
1105
$194K 0.01%
9,200
1106
$194K 0.01%
5,136
+4,559
1107
$193K 0.01%
+4,351
1108
$193K 0.01%
843
-51
1109
$193K 0.01%
2,354
-25
1110
$193K 0.01%
78,968
+42,667
1111
$193K 0.01%
872
-398
1112
$192K 0.01%
2,904
+424
1113
$192K 0.01%
6,314
+500
1114
$191K 0.01%
15,980
-375
1115
$191K 0.01%
2,532
-362
1116
$190K 0.01%
956
+939
1117
$190K 0.01%
8,582
1118
$190K 0.01%
40,870
1119
$189K 0.01%
7,752
-1,301
1120
$189K 0.01%
7,726
+1,126
1121
$188K 0.01%
2,186
+202
1122
$188K 0.01%
3,068
1123
$187K 0.01%
4,798
-313
1124
$187K 0.01%
10,084
+9,152
1125
$187K 0.01%
2,068
43 44
45
46 47