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
1926
$32.3K ﹤0.01%
4,350
1927
$32.3K ﹤0.01%
3,788
1928
$32.3K ﹤0.01%
1,729
1929
$32.2K ﹤0.01%
921
1930
$32K ﹤0.01%
625
1931
$32K ﹤0.01%
6,392
1932
$32K ﹤0.01%
700
-125
1933
$31.9K ﹤0.01%
345
-760
1934
$31.8K ﹤0.01%
366
+243
1935
$31.7K ﹤0.01%
+810
1936
$31.7K ﹤0.01%
858
-21
1937
$31.7K ﹤0.01%
155
+90
1938
$31.6K ﹤0.01%
1,352
+1,351
1939
$31.6K ﹤0.01%
21
-55
1940
$31.6K ﹤0.01%
13,979
-105
1941
$31.6K ﹤0.01%
1,635
-80
1942
$31.5K ﹤0.01%
967
1943
$31.5K ﹤0.01%
807
+25
1944
$31.5K ﹤0.01%
750
1945
$31.4K ﹤0.01%
1,300
1946
$31.3K ﹤0.01%
188
-1,141
1947
$31.2K ﹤0.01%
2,588
+30
1948
$31.1K ﹤0.01%
702
1949
$30.9K ﹤0.01%
376
-140
1950
$30.9K ﹤0.01%
276
-21
76 77
78
79 80