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
1476
$85.9K ﹤0.01%
2,451
1477
$85.7K ﹤0.01%
1,825
-100
1478
$84.7K ﹤0.01%
1,359
+70
1479
$84.7K ﹤0.01%
1,220
1480
$84K ﹤0.01%
26,936
-9,121
1481
$84K ﹤0.01%
3,331
+1,231
1482
$84K ﹤0.01%
4,247
-335
1483
$83.8K ﹤0.01%
3,760
1484
$83.7K ﹤0.01%
2,064
-542
1485
$83.6K ﹤0.01%
537
-1,761
1486
$83.4K ﹤0.01%
309
-190
1487
$83.1K ﹤0.01%
3,774
+1,961
1488
$82.9K ﹤0.01%
5,251
-3,903
1489
$82.8K ﹤0.01%
760
+15
1490
$82.8K ﹤0.01%
905
1491
$81.9K ﹤0.01%
1,889
+965
1492
$81.8K ﹤0.01%
3,993
-333
1493
$81.7K ﹤0.01%
1,522
+996
1494
$81.7K ﹤0.01%
1,431
+20
1495
$81.4K ﹤0.01%
1,503
1496
$81.2K ﹤0.01%
3,641
+2,630
1497
$81.2K ﹤0.01%
1,616
+15
1498
$81.1K ﹤0.01%
+717
1499
$81K ﹤0.01%
4,354
1500
$80.9K ﹤0.01%
91
-9
58 59
60
61 62