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
1451
$90.4K ﹤0.01%
1,013
+985
1452
$90.3K ﹤0.01%
2,856
1453
$89.8K ﹤0.01%
2,833
+413
1454
$89.8K ﹤0.01%
+3,400
1455
$89.7K ﹤0.01%
1,383
+3
1456
$89.5K ﹤0.01%
3,478
-22
1457
$89.3K ﹤0.01%
2,604
+183
1458
$89.1K ﹤0.01%
3,727
+900
1459
$88.9K ﹤0.01%
1,760
-1,849
1460
$88.4K ﹤0.01%
+864
1461
$88.3K ﹤0.01%
1,802
-220
1462
$88.3K ﹤0.01%
2,838
-197
1463
$88K ﹤0.01%
743
-9
1464
$87.9K ﹤0.01%
1,921
1465
$87.8K ﹤0.01%
+802
1466
$87.4K ﹤0.01%
+3,545
1467
$87.4K ﹤0.01%
4,003
-5,229
1468
$87.4K ﹤0.01%
1,086
-64
1469
$87.3K ﹤0.01%
3,820
1470
$86.8K ﹤0.01%
2,614
+2,080
1471
$86.7K ﹤0.01%
4,637
-625
1472
$86.4K ﹤0.01%
+3,290
1473
$86.3K ﹤0.01%
7,610
1474
$86.1K ﹤0.01%
900
-7
1475
$86K ﹤0.01%
967
+47
57 58
59
60 61