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
1351
$111K ﹤0.01%
982
-59
1352
$111K ﹤0.01%
4,049
+913
1353
$111K ﹤0.01%
2,855
1354
$111K ﹤0.01%
+6,500
1355
$110K ﹤0.01%
2,454
-3,091
1356
$110K ﹤0.01%
3,421
+9
1357
$110K ﹤0.01%
2,479
-212
1358
$109K ﹤0.01%
1,154
+765
1359
$109K ﹤0.01%
1,275
-1,171
1360
$109K ﹤0.01%
4,206
+431
1361
$109K ﹤0.01%
1,211
1362
$109K ﹤0.01%
2,399
1363
$108K ﹤0.01%
645
+173
1364
$108K ﹤0.01%
1,784
+1,516
1365
$108K ﹤0.01%
539
-39
1366
$108K ﹤0.01%
5,275
-8,564
1367
$108K ﹤0.01%
1,666
-641
1368
$107K ﹤0.01%
2,239
-126
1369
$107K ﹤0.01%
1,192
-1
1370
$107K ﹤0.01%
2,282
-3,999
1371
$107K ﹤0.01%
1,654
+247
1372
$107K ﹤0.01%
+4,092
1373
$107K ﹤0.01%
1,057
-441
1374
$107K ﹤0.01%
996
+98
1375
$106K ﹤0.01%
1,242
-2,247
53 54
55
56 57