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
1801
$42.4K ﹤0.01%
1,784
+13
1802
$42.1K ﹤0.01%
419
-6
1803
$42.1K ﹤0.01%
664
+221
1804
$42.1K ﹤0.01%
741
1805
$42K ﹤0.01%
719
+530
1806
$42K ﹤0.01%
2,588
+88
1807
$42K ﹤0.01%
1,700
1808
$41.9K ﹤0.01%
471
+50
1809
$41.7K ﹤0.01%
3,971
+1,840
1810
$41.7K ﹤0.01%
7,600
-1,500
1811
$41.6K ﹤0.01%
3,360
-5,934
1812
$41.6K ﹤0.01%
1,310
1813
$41.5K ﹤0.01%
875
-166
1814
$41.5K ﹤0.01%
646
1815
$41.5K ﹤0.01%
112
+55
1816
$41.4K ﹤0.01%
210
+152
1817
$41.3K ﹤0.01%
1,400
1818
$41.2K ﹤0.01%
+1,540
1819
$41.1K ﹤0.01%
1,533
+33
1820
$41.1K ﹤0.01%
615
-295
1821
$41.1K ﹤0.01%
162
-1
1822
$41K ﹤0.01%
273
1823
$40.9K ﹤0.01%
758
1824
$40.8K ﹤0.01%
750
+1
1825
$40.7K ﹤0.01%
461
+433
71 72
73
74 75