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
1751
$48.2K ﹤0.01%
790
-127
1752
$48K ﹤0.01%
415
-2,048
1753
$48K ﹤0.01%
+1,600
1754
$47.9K ﹤0.01%
230
+111
1755
$47.7K ﹤0.01%
3,890
+500
1756
$47.6K ﹤0.01%
383
+15
1757
$47.5K ﹤0.01%
1,668
1758
$47.4K ﹤0.01%
400
-41
1759
$47.4K ﹤0.01%
4,721
+588
1760
$47.3K ﹤0.01%
2,045
+2,013
1761
$47.3K ﹤0.01%
729
1762
$47.3K ﹤0.01%
651
+360
1763
$47.1K ﹤0.01%
1,987
+9
1764
$47K ﹤0.01%
324
+74
1765
$46.8K ﹤0.01%
1,201
-2,285
1766
$46.7K ﹤0.01%
1,314
-7,513
1767
$46.7K ﹤0.01%
2,096
-4,270
1768
$46.6K ﹤0.01%
3,400
1769
$46.6K ﹤0.01%
934
-5,892
1770
$46.4K ﹤0.01%
2,150
1771
$46.3K ﹤0.01%
3,294
-259
1772
$46.3K ﹤0.01%
1,125
-8,587
1773
$46.2K ﹤0.01%
1,500
1774
$46.1K ﹤0.01%
661
-1,119
1775
$45.8K ﹤0.01%
8,010
69 70
71
72 73