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
1726
$50.8K ﹤0.01%
1,003
1727
$50.7K ﹤0.01%
152
-469
1728
$50.7K ﹤0.01%
667
1729
$50.7K ﹤0.01%
1,804
1730
$50.3K ﹤0.01%
+750
1731
$49.9K ﹤0.01%
1,198
+263
1732
$49.9K ﹤0.01%
715
+171
1733
$49.8K ﹤0.01%
903
+459
1734
$49.7K ﹤0.01%
801
+89
1735
$49.7K ﹤0.01%
382
-28
1736
$49.7K ﹤0.01%
479
-348
1737
$49.6K ﹤0.01%
+345
1738
$49.6K ﹤0.01%
1,150
+950
1739
$49.4K ﹤0.01%
1,190
-1,543
1740
$49.2K ﹤0.01%
1,125
-125
1741
$49.2K ﹤0.01%
784
1742
$49.2K ﹤0.01%
1,020
+1,000
1743
$49.1K ﹤0.01%
1,226
+156
1744
$48.9K ﹤0.01%
531
+456
1745
$48.9K ﹤0.01%
350
+65
1746
$48.8K ﹤0.01%
2,133
-11
1747
$48.8K ﹤0.01%
424
-1,106
1748
$48.7K ﹤0.01%
703
-194
1749
$48.7K ﹤0.01%
4,490
-2,644
1750
$48.7K ﹤0.01%
968
-345
68 69
70
71 72