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
1376
$106K ﹤0.01%
595
-22
1377
$106K ﹤0.01%
9,363
-3,623
1378
$106K ﹤0.01%
2,117
-3,081
1379
$106K ﹤0.01%
609
-116
1380
$106K ﹤0.01%
842
-1,432
1381
$105K ﹤0.01%
4,545
+104
1382
$105K ﹤0.01%
1,819
-500
1383
$105K ﹤0.01%
431
-7
1384
$104K ﹤0.01%
3,902
+1,900
1385
$104K ﹤0.01%
+6,240
1386
$104K ﹤0.01%
1,411
-191
1387
$104K ﹤0.01%
3,760
+3,100
1388
$103K ﹤0.01%
3,310
-124
1389
$103K ﹤0.01%
1,048
+310
1390
$102K ﹤0.01%
1,405
-33
1391
$102K ﹤0.01%
4,094
-268
1392
$102K ﹤0.01%
3,577
-14,215
1393
$102K ﹤0.01%
4,992
+3,242
1394
$102K ﹤0.01%
+4,490
1395
$101K ﹤0.01%
489
1396
$101K ﹤0.01%
2,652
+2,507
1397
$101K ﹤0.01%
593
-20
1398
$101K ﹤0.01%
5,179
1399
$101K ﹤0.01%
8,716
+2,216
1400
$101K ﹤0.01%
2,400
-5,468
54 55
56
57 58