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
1526
$77K ﹤0.01%
2,359
-9
1527
$77K ﹤0.01%
+2,300
1528
$77K ﹤0.01%
830
+95
1529
$76.8K ﹤0.01%
1,139
-2,597
1530
$76.8K ﹤0.01%
1,321
-300
1531
$76.7K ﹤0.01%
1,143
-191
1532
$76.6K ﹤0.01%
1,644
-4,950
1533
$76.5K ﹤0.01%
1,484
+6
1534
$76K ﹤0.01%
+2,900
1535
$76K ﹤0.01%
6,500
+3,500
1536
$75.8K ﹤0.01%
1,300
1537
$75.2K ﹤0.01%
2,074
+250
1538
$75.1K ﹤0.01%
473
-181
1539
$74.9K ﹤0.01%
8,000
1540
$74.8K ﹤0.01%
1,458
-1,283
1541
$74.6K ﹤0.01%
4,259
+12
1542
$74.4K ﹤0.01%
1,970
1543
$74.4K ﹤0.01%
2,267
+14
1544
$74.2K ﹤0.01%
2,666
+561
1545
$74.1K ﹤0.01%
5,660
+3,000
1546
$74.1K ﹤0.01%
1,027
+823
1547
$73.4K ﹤0.01%
718
+118
1548
$73.3K ﹤0.01%
3,982
+488
1549
$73.3K ﹤0.01%
800
1550
$73K ﹤0.01%
344
+3
60 61
62
63 64