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
1326
$119K ﹤0.01%
1,752
-491
1327
$119K ﹤0.01%
3,400
1328
$118K ﹤0.01%
5,700
-142
1329
$118K ﹤0.01%
6,148
+487
1330
$117K ﹤0.01%
3,931
-126
1331
$117K ﹤0.01%
+4,208
1332
$117K ﹤0.01%
251
-246
1333
$117K ﹤0.01%
4,661
-11,512
1334
$115K ﹤0.01%
413
-76
1335
$115K ﹤0.01%
1,564
+47
1336
$114K ﹤0.01%
2,274
-194
1337
$114K ﹤0.01%
+1,051
1338
$114K ﹤0.01%
500
+481
1339
$114K ﹤0.01%
4,495
+2,111
1340
$113K ﹤0.01%
6,434
+6,230
1341
$113K ﹤0.01%
1,951
+1,691
1342
$113K ﹤0.01%
355
-6
1343
$113K ﹤0.01%
72
-5
1344
$113K ﹤0.01%
881
-67
1345
$112K ﹤0.01%
5,000
1346
$112K ﹤0.01%
7,567
1347
$112K ﹤0.01%
4,469
-3,100
1348
$111K ﹤0.01%
6,019
-25,189
1349
$111K ﹤0.01%
893
1350
$111K ﹤0.01%
6,838
-269
52 53
54
55 56