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
1676
$57.1K ﹤0.01%
1,646
1677
$56.9K ﹤0.01%
+190
1678
$56.8K ﹤0.01%
761
+116
1679
$56.8K ﹤0.01%
2,215
1680
$56.8K ﹤0.01%
2,821
1681
$56.6K ﹤0.01%
1,199
-36
1682
$56.1K ﹤0.01%
270
+47
1683
$56K ﹤0.01%
100,000
1684
$55.9K ﹤0.01%
1,969
+68
1685
$55.7K ﹤0.01%
1,249
-852
1686
$55.6K ﹤0.01%
1,669
-243
1687
$55.5K ﹤0.01%
10,881
-2,346
1688
$55.3K ﹤0.01%
1,229
+94
1689
$55.1K ﹤0.01%
3,140
1690
$55.1K ﹤0.01%
542
-1
1691
$54.9K ﹤0.01%
1,987
-15,160
1692
$54.7K ﹤0.01%
3,560
+879
1693
$54.7K ﹤0.01%
2,256
-215
1694
$54K ﹤0.01%
610
+1
1695
$54K ﹤0.01%
2,727
+23
1696
$53.9K ﹤0.01%
1,200
1697
$53.8K ﹤0.01%
224
-566
1698
$53.6K ﹤0.01%
149
-72
1699
$53.6K ﹤0.01%
730
+7
1700
$53.6K ﹤0.01%
1,184
66 67
68
69 70