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
1951
$30.9K ﹤0.01%
488
+72
1952
$30.7K ﹤0.01%
174
-17
1953
$30.5K ﹤0.01%
764
-773
1954
$30.4K ﹤0.01%
1,309
1955
$30.4K ﹤0.01%
775
+400
1956
$30.4K ﹤0.01%
154
+142
1957
$30.2K ﹤0.01%
594
+499
1958
$30.2K ﹤0.01%
573
1959
$30.2K ﹤0.01%
719
+104
1960
$30.2K ﹤0.01%
729
-3,835
1961
$30.2K ﹤0.01%
2,123
+183
1962
$30.1K ﹤0.01%
+1,433
1963
$30.1K ﹤0.01%
412
+30
1964
$30K ﹤0.01%
2,041
-5,475
1965
$29.9K ﹤0.01%
+1,589
1966
$29.9K ﹤0.01%
1,248
+20
1967
$29.8K ﹤0.01%
600
+200
1968
$29.8K ﹤0.01%
+800
1969
$29.7K ﹤0.01%
171
+94
1970
$29.5K ﹤0.01%
+1,262
1971
$29.5K ﹤0.01%
+834
1972
$29.5K ﹤0.01%
395
+2
1973
$29.5K ﹤0.01%
3,000
1974
$29.4K ﹤0.01%
122
-41
1975
$29.4K ﹤0.01%
269
+196
77 78
79
80 81