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
1601
$65.5K ﹤0.01%
347
+330
1602
$65.5K ﹤0.01%
750
+608
1603
$65.3K ﹤0.01%
+1,024
1604
$65.2K ﹤0.01%
1,020
-3,130
1605
$65.1K ﹤0.01%
2,542
1606
$64.9K ﹤0.01%
1,842
-22
1607
$64.8K ﹤0.01%
+313
1608
$64.8K ﹤0.01%
1,553
+100
1609
$64.7K ﹤0.01%
4,539
+1,007
1610
$64.5K ﹤0.01%
324
-82
1611
$64.3K ﹤0.01%
295
+194
1612
$64.1K ﹤0.01%
3,212
-558
1613
$63.8K ﹤0.01%
1,383
+13
1614
$63.5K ﹤0.01%
+5,000
1615
$63.4K ﹤0.01%
1,298
-14
1616
$63.4K ﹤0.01%
399
+130
1617
$63.3K ﹤0.01%
645
-1
1618
$63.3K ﹤0.01%
1,806
+56
1619
$63.2K ﹤0.01%
+187
1620
$63K ﹤0.01%
713
+27
1621
$62.9K ﹤0.01%
894
-1,707
1622
$62.8K ﹤0.01%
124
-288
1623
$62.7K ﹤0.01%
3,745
-266
1624
$62.6K ﹤0.01%
6,762
+927
1625
$62.4K ﹤0.01%
4,000
+2,000
63 64
65
66 67