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
1626
$62.4K ﹤0.01%
166
+57
1627
$62.3K ﹤0.01%
588
-886
1628
$62.2K ﹤0.01%
3,970
+57
1629
$62K ﹤0.01%
112
+68
1630
$61.9K ﹤0.01%
475
+1
1631
$61.8K ﹤0.01%
1,151
-144
1632
$61.3K ﹤0.01%
257
-83
1633
$61.3K ﹤0.01%
21,495
-2,208
1634
$61.2K ﹤0.01%
+500
1635
$61.1K ﹤0.01%
4,158
1636
$60.9K ﹤0.01%
6,690
+685
1637
$60.8K ﹤0.01%
1,271
-375
1638
$60.7K ﹤0.01%
585
-7
1639
$60.7K ﹤0.01%
997
-8
1640
$60.6K ﹤0.01%
909
-419
1641
$60.5K ﹤0.01%
1,168
-412
1642
$60.3K ﹤0.01%
1,320
+202
1643
$60K ﹤0.01%
+1,676
1644
$60K ﹤0.01%
+43,500
1645
$60K ﹤0.01%
706
-585
1646
$59.7K ﹤0.01%
6,132
+332
1647
$59.6K ﹤0.01%
1,704
1648
$59.6K ﹤0.01%
1,813
-436
1649
$59.5K ﹤0.01%
2,469
+200
1650
$59.4K ﹤0.01%
397
-201
64 65
66
67 68