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
1826
$40.7K ﹤0.01%
228
+23
1827
$40.5K ﹤0.01%
696
+395
1828
$40.3K ﹤0.01%
1,727
1829
$40K ﹤0.01%
1,419
1830
$39.9K ﹤0.01%
181
+58
1831
$39.7K ﹤0.01%
302
-152
1832
$39.7K ﹤0.01%
2,668
-2,653
1833
$39.6K ﹤0.01%
1,301
+315
1834
$39.5K ﹤0.01%
565
-200
1835
$39.4K ﹤0.01%
249
+26
1836
$39.4K ﹤0.01%
3,400
1837
$39.3K ﹤0.01%
+1,600
1838
$39.3K ﹤0.01%
3,109
-2,721
1839
$39.3K ﹤0.01%
+513
1840
$39.2K ﹤0.01%
500
1841
$39.1K ﹤0.01%
5,320
-1,800
1842
$39K ﹤0.01%
905
+1
1843
$39K ﹤0.01%
579
-1,551
1844
$38.9K ﹤0.01%
1,020
1845
$38.8K ﹤0.01%
324
-400
1846
$38.7K ﹤0.01%
1,284
+159
1847
$38.7K ﹤0.01%
740
+47
1848
$38.6K ﹤0.01%
965
1849
$38.5K ﹤0.01%
1,510
+108
1850
$38.4K ﹤0.01%
411
-665
72 73
74
75 76