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
1276
$136K ﹤0.01%
2,594
+1,038
1277
$136K ﹤0.01%
+5,311
1278
$136K ﹤0.01%
710
+57
1279
$134K ﹤0.01%
1,840
+19
1280
$134K ﹤0.01%
5,801
+3,057
1281
$134K ﹤0.01%
3,164
1282
$134K ﹤0.01%
5,020
-295
1283
$133K ﹤0.01%
5,134
+48
1284
$133K ﹤0.01%
4,382
+154
1285
$133K ﹤0.01%
8,702
+34
1286
$133K ﹤0.01%
770
+665
1287
$132K ﹤0.01%
3,485
-2,750
1288
$131K ﹤0.01%
2,853
1289
$131K ﹤0.01%
1,859
-25,189
1290
$131K ﹤0.01%
3,121
-2,117
1291
$130K ﹤0.01%
1,667
1292
$130K ﹤0.01%
4,105
-298
1293
$130K ﹤0.01%
6,479
+670
1294
$129K ﹤0.01%
712
-305
1295
$129K ﹤0.01%
4,260
1296
$128K ﹤0.01%
1,247
+158
1297
$128K ﹤0.01%
815
+379
1298
$128K ﹤0.01%
3,344
-15
1299
$128K ﹤0.01%
3,784
+3,194
1300
$127K ﹤0.01%
1,900
+200
50 51
52
53 54