IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
101
$5.75M 0.21%
97,173
+2,827
102
$5.74M 0.21%
29,092
+594
103
$5.73M 0.21%
63,142
-1,602
104
$5.63M 0.2%
23,170
+7,731
105
$5.62M 0.2%
232,549
+89,433
106
$5.62M 0.2%
71,386
+173
107
$5.58M 0.2%
221,462
+20,806
108
$5.57M 0.2%
99,956
+25,889
109
$5.51M 0.2%
116,868
+15,703
110
$5.5M 0.2%
66,272
+3,621
111
$5.43M 0.2%
116,457
-1,427
112
$5.37M 0.19%
104,457
-39,782
113
$5.34M 0.19%
40,867
+3,692
114
$5.31M 0.19%
114,168
+33,945
115
$5.3M 0.19%
57,761
-4,600
116
$5.28M 0.19%
125,189
117
$5.22M 0.19%
+79,655
118
$5.16M 0.19%
29,789
+1,442
119
$5.04M 0.18%
28,905
-8,079
120
$5M 0.18%
195,697
+3,926
121
$4.96M 0.18%
46,504
+23,169
122
$4.96M 0.18%
61,373
+16,824
123
$4.92M 0.18%
30,379
+2,668
124
$4.88M 0.18%
37,096
-32
125
$4.87M 0.18%
115,238
-2,602
3 4
5
6 7