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
151
$3.94M 0.14%
62,615
+16,008
152
$3.93M 0.14%
511,233
+179,621
153
$3.92M 0.14%
6,330
+160
154
$3.85M 0.14%
142,402
+568
155
$3.82M 0.14%
32,603
+3,269
156
$3.82M 0.14%
83,457
+8,622
157
$3.8M 0.14%
10,756
-35
158
$3.78M 0.14%
22,409
+419
159
$3.74M 0.13%
48,207
-1,134
160
$3.66M 0.13%
73,577
+15,420
161
$3.66M 0.13%
34,014
-27,365
162
$3.65M 0.13%
56,393
+45,936
163
$3.61M 0.13%
68,186
+2,791
164
$3.6M 0.13%
124,417
+5,965
165
$3.59M 0.13%
6,309
-597
166
$3.57M 0.13%
29,449
+10,536
167
$3.57M 0.13%
112,286
+827
168
$3.54M 0.13%
66,423
+1,409
169
$3.53M 0.13%
13,041
+1,317
170
$3.53M 0.13%
6,012
+607
171
$3.5M 0.13%
5,533
+1,695
172
$3.48M 0.13%
18,449
+1,682
173
$3.45M 0.12%
12,456
+790
174
$3.44M 0.12%
63,066
-7,089
175
$3.42M 0.12%
47,645
+4,193
5 6
7
8 9