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
1251
$143K 0.01%
5,388
+73
1252
$143K 0.01%
887
-9,084
1253
$143K 0.01%
2,093
+1,300
1254
$143K 0.01%
1,800
1255
$143K 0.01%
1,235
+783
1256
$143K 0.01%
1,275
-7,361
1257
$142K 0.01%
2,720
1258
$142K 0.01%
2,237
1259
$141K 0.01%
3,236
+652
1260
$141K 0.01%
382
-160
1261
$140K 0.01%
406
-59
1262
$140K 0.01%
2,254
+151
1263
$139K 0.01%
4,567
+78
1264
$139K 0.01%
4,007
+89
1265
$139K 0.01%
4,504
-1,811
1266
$139K 0.01%
7,592
+4,048
1267
$138K 0.01%
6,184
-18
1268
$137K 0.01%
+6,276
1269
$137K 0.01%
3,801
+676
1270
$137K ﹤0.01%
1,103
+57
1271
$137K ﹤0.01%
4,544
-349
1272
$137K ﹤0.01%
12,825
-9,695
1273
$137K ﹤0.01%
4,751
+743
1274
$137K ﹤0.01%
3,642
+47
1275
$136K ﹤0.01%
938
-8
49 50
51
52 53