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
1501
$80.9K ﹤0.01%
706
+34
1502
$80.6K ﹤0.01%
4,417
1503
$80.4K ﹤0.01%
1,686
+2
1504
$80.3K ﹤0.01%
806
+16
1505
$79.9K ﹤0.01%
494
-36
1506
$79.9K ﹤0.01%
822
-21
1507
$79.6K ﹤0.01%
2,886
+67
1508
$79.5K ﹤0.01%
805
-157
1509
$78.9K ﹤0.01%
2,250
1510
$78.9K ﹤0.01%
453
+54
1511
$78.8K ﹤0.01%
1,997
+900
1512
$78.8K ﹤0.01%
14,067
+550
1513
$78.7K ﹤0.01%
1,002
1514
$78.7K ﹤0.01%
2,915
+1,700
1515
$78.1K ﹤0.01%
1,792
-145
1516
$78K ﹤0.01%
438
-2,471
1517
$77.8K ﹤0.01%
1,977
-125
1518
$77.7K ﹤0.01%
2,399
-16,680
1519
$77.6K ﹤0.01%
7,340
+3,650
1520
$77.5K ﹤0.01%
2,201
-3,171
1521
$77.4K ﹤0.01%
+3,100
1522
$77.3K ﹤0.01%
1,054
-1
1523
$77.3K ﹤0.01%
7,302
-3,707
1524
$77.3K ﹤0.01%
5,000
1525
$77.2K ﹤0.01%
3,075
59 60
61
62 63