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
1401
$101K ﹤0.01%
777
-87
1402
$100K ﹤0.01%
1,008
-30
1403
$100K ﹤0.01%
3,533
-44
1404
$100K ﹤0.01%
2,626
+1,520
1405
$99.9K ﹤0.01%
1,594
1406
$99.6K ﹤0.01%
2,409
-3,397
1407
$99.4K ﹤0.01%
3,365
-1,359
1408
$99.4K ﹤0.01%
1,447
+647
1409
$99.3K ﹤0.01%
9,000
1410
$98.6K ﹤0.01%
1,062
+340
1411
$98.4K ﹤0.01%
1,113
+724
1412
$98.1K ﹤0.01%
1,020
+299
1413
$97.9K ﹤0.01%
745
-93
1414
$97.8K ﹤0.01%
5,977
-1,159
1415
$97.5K ﹤0.01%
4,786
+986
1416
$97.3K ﹤0.01%
191
-98
1417
$97.3K ﹤0.01%
1,995
-6,624
1418
$97.2K ﹤0.01%
1,442
-203
1419
$96.9K ﹤0.01%
1,941
+995
1420
$96.7K ﹤0.01%
2,075
-35
1421
$96.5K ﹤0.01%
4,031
+317
1422
$96.4K ﹤0.01%
4,391
+327
1423
$96.4K ﹤0.01%
1,205
-2,236
1424
$95.4K ﹤0.01%
4,542
+960
1425
$95.3K ﹤0.01%
2,335
+421
55 56
57
58 59