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
1226
$150K 0.01%
2,826
-271
1227
$150K 0.01%
3,174
+7
1228
$149K 0.01%
4,033
+2,225
1229
$148K 0.01%
2,273
-906
1230
$148K 0.01%
3,428
-392
1231
$148K 0.01%
4,607
+893
1232
$147K 0.01%
3,924
-8
1233
$147K 0.01%
874
+90
1234
$147K 0.01%
3,523
-389
1235
$147K 0.01%
2,254
-31
1236
$147K 0.01%
703
-12
1237
$147K 0.01%
944
-56
1238
$146K 0.01%
5,159
+21
1239
$145K 0.01%
750
+13
1240
$145K 0.01%
1,792
-65
1241
$145K 0.01%
4,490
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1242
$145K 0.01%
2,863
-54,207
1243
$144K 0.01%
509
1244
$144K 0.01%
445
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1245
$144K 0.01%
2,428
-410
1246
$144K 0.01%
1,884
-2,140
1247
$144K 0.01%
4,777
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1248
$144K 0.01%
750
-28
1249
$144K 0.01%
+8,273
1250
$144K 0.01%
488
-130
48 49
50
51 52