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
1901
$33.6K ﹤0.01%
692
+2
1902
$33.5K ﹤0.01%
1,700
+19
1903
$33.5K ﹤0.01%
1,160
+1,060
1904
$33.5K ﹤0.01%
693
-18,144
1905
$33.5K ﹤0.01%
+1,145
1906
$33.3K ﹤0.01%
821
1907
$33.2K ﹤0.01%
560
-139
1908
$33.2K ﹤0.01%
2,292
+46
1909
$33.2K ﹤0.01%
237
+1
1910
$33.2K ﹤0.01%
1,677
1911
$33.1K ﹤0.01%
719
-4,802
1912
$32.9K ﹤0.01%
857
-389
1913
$32.8K ﹤0.01%
196
1914
$32.8K ﹤0.01%
312
+1
1915
$32.7K ﹤0.01%
1,435
-500
1916
$32.7K ﹤0.01%
37
+4
1917
$32.7K ﹤0.01%
1,450
+725
1918
$32.6K ﹤0.01%
500
1919
$32.6K ﹤0.01%
3,158
-3,144
1920
$32.5K ﹤0.01%
431
-13
1921
$32.4K ﹤0.01%
115
+105
1922
$32.4K ﹤0.01%
1,160
+15
1923
$32.4K ﹤0.01%
3,952
+35
1924
$32.4K ﹤0.01%
1,594
-120
1925
$32.3K ﹤0.01%
1,410
-6
75 76
77
78 79