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
1576
$68.4K ﹤0.01%
2,124
-2,906
1577
$68.3K ﹤0.01%
1,383
-24
1578
$68.3K ﹤0.01%
6,535
1579
$68.2K ﹤0.01%
3,600
+216
1580
$68K ﹤0.01%
536
+515
1581
$68K ﹤0.01%
1,297
-1,486
1582
$67.9K ﹤0.01%
396
+19
1583
$67.9K ﹤0.01%
3,332
+2,703
1584
$67.7K ﹤0.01%
2,163
-263
1585
$67.6K ﹤0.01%
518
+378
1586
$67.3K ﹤0.01%
+618
1587
$67.3K ﹤0.01%
1,977
-116
1588
$67.3K ﹤0.01%
1,049
-1,098
1589
$67.3K ﹤0.01%
2,902
1590
$67.1K ﹤0.01%
2,280
-258
1591
$67K ﹤0.01%
941
-194
1592
$66.9K ﹤0.01%
1,245
-73
1593
$66.5K ﹤0.01%
1,000
1594
$66.4K ﹤0.01%
272
+163
1595
$66.4K ﹤0.01%
489
-104
1596
$66.2K ﹤0.01%
27,012
1597
$66.2K ﹤0.01%
498
+31
1598
$66.1K ﹤0.01%
4,374
-7,718
1599
$65.8K ﹤0.01%
999
+613
1600
$65.8K ﹤0.01%
283
-70
62 63
64
65 66