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
1126
$186K 0.01%
1,274
+12
1127
$186K 0.01%
4,154
-252
1128
$186K 0.01%
729
-574
1129
$186K 0.01%
1,411
+11
1130
$185K 0.01%
2,481
+105
1131
$185K 0.01%
20,478
+370
1132
$184K 0.01%
7,377
+77
1133
$183K 0.01%
4,587
+3,836
1134
$183K 0.01%
7,384
-100
1135
$183K 0.01%
1,562
+658
1136
$183K 0.01%
3,700
1137
$182K 0.01%
575
-85
1138
$181K 0.01%
5,574
+96
1139
$179K 0.01%
6,250
-730
1140
$179K 0.01%
+3,886
1141
$178K 0.01%
3,755
+52
1142
$178K 0.01%
3,759
+1,078
1143
$178K 0.01%
+2,429
1144
$177K 0.01%
1,730
-353
1145
$177K 0.01%
3,394
-44,381
1146
$177K 0.01%
3,181
-427
1147
$176K 0.01%
3,446
-2,191
1148
$176K 0.01%
2,290
1149
$176K 0.01%
3,440
+27
1150
$175K 0.01%
9,196
+1,331
44 45
46
47 48