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
1776
$45.4K ﹤0.01%
955
+200
1777
$45.3K ﹤0.01%
660
-1,250
1778
$45.1K ﹤0.01%
664
+127
1779
$45.1K ﹤0.01%
1,000
+4
1780
$45K ﹤0.01%
484
+168
1781
$44.9K ﹤0.01%
2,474
-865
1782
$44.7K ﹤0.01%
1,444
+238
1783
$44.5K ﹤0.01%
3,575
1784
$44.5K ﹤0.01%
1,748
1785
$44.5K ﹤0.01%
380
+20
1786
$44.4K ﹤0.01%
1,339
-2,500
1787
$44.3K ﹤0.01%
504
1788
$44.2K ﹤0.01%
509
+2
1789
$44.1K ﹤0.01%
+347
1790
$44K ﹤0.01%
870
-45
1791
$44K ﹤0.01%
2,848
+11
1792
$43.8K ﹤0.01%
719
+250
1793
$43.7K ﹤0.01%
283
1794
$43.7K ﹤0.01%
329
-40
1795
$43.6K ﹤0.01%
1,550
-2,000
1796
$43.6K ﹤0.01%
770
+113
1797
$43.5K ﹤0.01%
3,445
1798
$43.4K ﹤0.01%
293
-14
1799
$43.1K ﹤0.01%
+1,550
1800
$42.9K ﹤0.01%
+991
70 71
72
73 74