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
1701
$53.6K ﹤0.01%
194
+145
1702
$53.5K ﹤0.01%
1,518
1703
$53.5K ﹤0.01%
367
+14
1704
$53.5K ﹤0.01%
566
+4
1705
$53.4K ﹤0.01%
5,249
+618
1706
$53.4K ﹤0.01%
500
1707
$53.2K ﹤0.01%
2,329
-91
1708
$53K ﹤0.01%
1,697
+528
1709
$53K ﹤0.01%
14,431
+825
1710
$52.8K ﹤0.01%
1,543
-126
1711
$52.8K ﹤0.01%
1,757
1712
$52.7K ﹤0.01%
1,950
1713
$52.2K ﹤0.01%
1,037
+145
1714
$51.9K ﹤0.01%
2,362
-50
1715
$51.8K ﹤0.01%
476
1716
$51.7K ﹤0.01%
578
+3
1717
$51.6K ﹤0.01%
487
-7,359
1718
$51.5K ﹤0.01%
1,021
1719
$51.4K ﹤0.01%
605
+248
1720
$51.3K ﹤0.01%
2,291
-313
1721
$51.3K ﹤0.01%
963
-7
1722
$51.2K ﹤0.01%
1,241
+7
1723
$51.2K ﹤0.01%
1,395
1724
$51.1K ﹤0.01%
527
+302
1725
$51K ﹤0.01%
+4,923
67 68
69
70 71