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
1651
$59.3K ﹤0.01%
+1,190
1652
$59.2K ﹤0.01%
1,854
-3,093
1653
$59.1K ﹤0.01%
1,501
-112
1654
$59.1K ﹤0.01%
1,500
1655
$59K ﹤0.01%
880
+158
1656
$58.9K ﹤0.01%
697
1657
$58.5K ﹤0.01%
308
+38
1658
$58.4K ﹤0.01%
785
+235
1659
$58.3K ﹤0.01%
2,033
+22
1660
$58.3K ﹤0.01%
2,006
+162
1661
$58.2K ﹤0.01%
133
+43
1662
$58.2K ﹤0.01%
+1,565
1663
$57.8K ﹤0.01%
389
+33
1664
$57.8K ﹤0.01%
1,187
-674
1665
$57.6K ﹤0.01%
6,334
+1,690
1666
$57.5K ﹤0.01%
325
-393
1667
$57.4K ﹤0.01%
3,500
1668
$57.4K ﹤0.01%
977
-141
1669
$57.4K ﹤0.01%
1,438
-122
1670
$57.4K ﹤0.01%
2,030
+2,000
1671
$57.4K ﹤0.01%
147
-58
1672
$57.4K ﹤0.01%
650
-642
1673
$57.3K ﹤0.01%
1,649
1674
$57.2K ﹤0.01%
5,343
+561
1675
$57.2K ﹤0.01%
2,759
+1,100
65 66
67
68 69