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
1876
$36.1K ﹤0.01%
1,571
+598
1877
$36.1K ﹤0.01%
798
1878
$36K ﹤0.01%
+631
1879
$35.8K ﹤0.01%
325
1880
$35.5K ﹤0.01%
+231
1881
$35.4K ﹤0.01%
3,156
-2,697
1882
$35.4K ﹤0.01%
1,088
1883
$35.2K ﹤0.01%
610
+10
1884
$35.2K ﹤0.01%
464
-83
1885
$35.1K ﹤0.01%
1,717
-453
1886
$34.9K ﹤0.01%
257
+15
1887
$34.8K ﹤0.01%
1,669
1888
$34.8K ﹤0.01%
3,594
+2,206
1889
$34.7K ﹤0.01%
1,125
1890
$34.6K ﹤0.01%
145
+124
1891
$34.5K ﹤0.01%
768
-29
1892
$34.4K ﹤0.01%
537
-26
1893
$34.3K ﹤0.01%
+1,255
1894
$34K ﹤0.01%
508
-18
1895
$33.9K ﹤0.01%
2,793
+267
1896
$33.9K ﹤0.01%
1,093
1897
$33.9K ﹤0.01%
296
+17
1898
$33.7K ﹤0.01%
2,451
-9,571
1899
$33.7K ﹤0.01%
+320
1900
$33.6K ﹤0.01%
767
+170
74 75
76
77 78