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
1301
$127K ﹤0.01%
1,206
1302
$127K ﹤0.01%
7,305
-355
1303
$127K ﹤0.01%
2,735
+252
1304
$127K ﹤0.01%
1,273
-404
1305
$126K ﹤0.01%
432
-1
1306
$126K ﹤0.01%
904
-149
1307
$126K ﹤0.01%
3,940
-55
1308
$125K ﹤0.01%
2,583
+1,329
1309
$125K ﹤0.01%
1,429
+6
1310
$125K ﹤0.01%
3,892
-174
1311
$125K ﹤0.01%
+2,808
1312
$124K ﹤0.01%
1,461
-308
1313
$124K ﹤0.01%
6,000
1314
$123K ﹤0.01%
4,582
+500
1315
$123K ﹤0.01%
3,706
+4
1316
$122K ﹤0.01%
3,517
+182
1317
$122K ﹤0.01%
868
-431
1318
$121K ﹤0.01%
+977
1319
$121K ﹤0.01%
1,952
+539
1320
$121K ﹤0.01%
1,234
+35
1321
$121K ﹤0.01%
12,903
-30,226
1322
$121K ﹤0.01%
4,771
-405
1323
$121K ﹤0.01%
4,181
-188
1324
$121K ﹤0.01%
908
-2,833
1325
$120K ﹤0.01%
2,443
-200
51 52
53
54 55