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
126
$4.85M 0.18%
49,799
-13,919
127
$4.85M 0.17%
57,418
-764
128
$4.79M 0.17%
49,647
+11,340
129
$4.79M 0.17%
93,661
+18,164
130
$4.78M 0.17%
59,542
+19,433
131
$4.77M 0.17%
21,584
+1,318
132
$4.6M 0.17%
7,868
-738
133
$4.6M 0.17%
46,830
-59,967
134
$4.58M 0.17%
177,938
+10,520
135
$4.54M 0.16%
45,636
-10,666
136
$4.48M 0.16%
+49,801
137
$4.46M 0.16%
99,379
+3,767
138
$4.38M 0.16%
32,329
+25,432
139
$4.33M 0.16%
42,997
-1,983
140
$4.25M 0.15%
44,342
-11,317
141
$4.2M 0.15%
13,049
+12,596
142
$4.18M 0.15%
126,472
-3,122
143
$4.14M 0.15%
83,709
+3,292
144
$4.12M 0.15%
113,957
-17,257
145
$4.12M 0.15%
23,720
+8,696
146
$4.12M 0.15%
15,737
-19,257
147
$4.03M 0.15%
23,679
+2,158
148
$4.02M 0.14%
107,595
-54,762
149
$4M 0.14%
32,380
+275
150
$3.95M 0.14%
49,890
+331
4 5
6
7 8