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
1851
$38.3K ﹤0.01%
2,260
+27
1852
$38.2K ﹤0.01%
580
+145
1853
$38.2K ﹤0.01%
2,459
1854
$38.2K ﹤0.01%
3,000
1855
$37.8K ﹤0.01%
2,431
+431
1856
$37.8K ﹤0.01%
2,039
-1,000
1857
$37.8K ﹤0.01%
1,246
1858
$37.7K ﹤0.01%
2,398
-318
1859
$37.5K ﹤0.01%
609
-21
1860
$37.4K ﹤0.01%
1,575
1861
$37.3K ﹤0.01%
+234
1862
$37.1K ﹤0.01%
354
+165
1863
$37K ﹤0.01%
492
-319
1864
$36.9K ﹤0.01%
2,090
1865
$36.9K ﹤0.01%
+1,460
1866
$36.9K ﹤0.01%
675
-38
1867
$36.9K ﹤0.01%
570
1868
$36.8K ﹤0.01%
1,446
-1,637
1869
$36.8K ﹤0.01%
170
1870
$36.8K ﹤0.01%
558
-743
1871
$36.8K ﹤0.01%
777
+78
1872
$36.7K ﹤0.01%
2,039
+1,898
1873
$36.6K ﹤0.01%
1,106
+161
1874
$36.5K ﹤0.01%
303
+300
1875
$36.1K ﹤0.01%
466
+154
73 74
75
76 77