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
1176
$165K 0.01%
2,354
-189
1177
$165K 0.01%
5,140
+1,218
1178
$165K 0.01%
3,638
-778
1179
$165K 0.01%
2,477
+104
1180
$163K 0.01%
3,774
1181
$163K 0.01%
2,199
+1,778
1182
$163K 0.01%
3,194
-198
1183
$162K 0.01%
856
+8
1184
$162K 0.01%
2,117
-5
1185
$161K 0.01%
6,807
+975
1186
$161K 0.01%
4,122
-1,631
1187
$161K 0.01%
619
+3
1188
$161K 0.01%
1,125
+484
1189
$161K 0.01%
1,435
1190
$160K 0.01%
4,357
-3,000
1191
$160K 0.01%
325
+203
1192
$160K 0.01%
1,540
+48
1193
$160K 0.01%
2,938
+757
1194
$159K 0.01%
584
+47
1195
$158K 0.01%
1,376
-1,084
1196
$158K 0.01%
4,503
-4,457
1197
$158K 0.01%
2,036
+413
1198
$158K 0.01%
1,429
-380
1199
$158K 0.01%
3,000
1200
$157K 0.01%
5,081
-1,507
46 47
48
49 50