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
176
$3.41M 0.12%
61,997
+28,292
177
$3.4M 0.12%
72,775
+16,597
178
$3.39M 0.12%
64,184
-55,332
179
$3.37M 0.12%
8,074
+3,113
180
$3.33M 0.12%
12,636
+1,427
181
$3.33M 0.12%
41,437
-797
182
$3.31M 0.12%
21,507
+1,945
183
$3.31M 0.12%
28,711
-12,503
184
$3.27M 0.12%
148,682
-2,823
185
$3.26M 0.12%
78,952
-12,364
186
$3.26M 0.12%
68,028
+4,496
187
$3.25M 0.12%
34,752
+287
188
$3.25M 0.12%
78,386
-910
189
$3.23M 0.12%
54,764
+6,076
190
$3.23M 0.12%
15,977
+9,738
191
$3.22M 0.12%
16,042
-626
192
$3.19M 0.12%
26,516
-3,332
193
$3.17M 0.11%
8,118
+638
194
$3.15M 0.11%
31,070
+16,957
195
$3.13M 0.11%
49,993
-1,239
196
$3.13M 0.11%
146,933
+1,775
197
$3.13M 0.11%
31,869
-223,994
198
$3.12M 0.11%
88,468
+10,800
199
$3.12M 0.11%
7,667
+5,775
200
$3.11M 0.11%
14,693
+1,961
6 7
8
9 10