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
1201
$157K 0.01%
1,400
+95
1202
$157K 0.01%
2,866
+1,713
1203
$156K 0.01%
572
-26
1204
$155K 0.01%
5,046
+2,837
1205
$155K 0.01%
5,019
+547
1206
$154K 0.01%
2,962
+2,683
1207
$154K 0.01%
593
1208
$154K 0.01%
1,852
-254
1209
$154K 0.01%
14,334
+7,131
1210
$154K 0.01%
3,702
-1,578
1211
$154K 0.01%
4,182
1212
$153K 0.01%
+969
1213
$153K 0.01%
1,583
-59
1214
$152K 0.01%
4,925
+3,689
1215
$152K 0.01%
5,240
-362
1216
$152K 0.01%
1,397
-127
1217
$152K 0.01%
1,696
+544
1218
$151K 0.01%
4,560
-432
1219
$151K 0.01%
7,020
-100
1220
$151K 0.01%
5,136
1221
$151K 0.01%
885
-121
1222
$151K 0.01%
5,838
-184
1223
$151K 0.01%
1,962
+780
1224
$151K 0.01%
2,440
-156
1225
$150K 0.01%
509
47 48
49
50 51