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
1151
$174K 0.01%
3,441
-3,374
1152
$173K 0.01%
4,941
1153
$173K 0.01%
4,736
-823
1154
$172K 0.01%
2,642
+51
1155
$172K 0.01%
+2,669
1156
$172K 0.01%
3,300
1157
$171K 0.01%
2,787
+60
1158
$170K 0.01%
1,584
+1,046
1159
$170K 0.01%
6,200
+3,200
1160
$169K 0.01%
9,099
-4,245
1161
$169K 0.01%
11,995
+892
1162
$169K 0.01%
3,979
-2,322
1163
$169K 0.01%
3,560
-5,663
1164
$169K 0.01%
5,250
1165
$169K 0.01%
2,421
1166
$169K 0.01%
1,360
+2
1167
$168K 0.01%
7,676
+38
1168
$168K 0.01%
3,738
+400
1169
$168K 0.01%
4,031
-161
1170
$168K 0.01%
3,403
+156
1171
$168K 0.01%
1,023
+123
1172
$167K 0.01%
3,577
-1,431
1173
$167K 0.01%
3,004
+2,844
1174
$166K 0.01%
5,575
+4,904
1175
$166K 0.01%
3,500
45 46
47
48 49