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
1426
$95K ﹤0.01%
2,160
1427
$94.9K ﹤0.01%
2,024
+428
1428
$94.9K ﹤0.01%
1,766
-14,047
1429
$94.6K ﹤0.01%
1,008
1430
$94.4K ﹤0.01%
8,132
-1,223
1431
$94.2K ﹤0.01%
1,842
-450
1432
$94.2K ﹤0.01%
3,160
-300
1433
$93.8K ﹤0.01%
1,739
-435
1434
$93.8K ﹤0.01%
350
-119
1435
$93.8K ﹤0.01%
1,263
-107
1436
$93.6K ﹤0.01%
760
-5
1437
$93.4K ﹤0.01%
10,000
1438
$93.2K ﹤0.01%
2,882
-242
1439
$92.9K ﹤0.01%
1,838
-142
1440
$92.8K ﹤0.01%
2,218
+2,110
1441
$92.7K ﹤0.01%
1,200
1442
$92.6K ﹤0.01%
+415
1443
$92K ﹤0.01%
2,454
-1,346
1444
$91.4K ﹤0.01%
18,577
-1,000
1445
$91.4K ﹤0.01%
1,865
1446
$91.2K ﹤0.01%
2,538
-9
1447
$91.1K ﹤0.01%
3,158
+1,310
1448
$90.9K ﹤0.01%
+2,385
1449
$90.6K ﹤0.01%
2,387
+22
1450
$90.6K ﹤0.01%
8,045
56 57
58
59 60