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
1976
$29.3K ﹤0.01%
233
+83
1977
$29.1K ﹤0.01%
600
-452
1978
$29.1K ﹤0.01%
335
1979
$29.1K ﹤0.01%
183
-3
1980
$29K ﹤0.01%
219
-6
1981
$29K ﹤0.01%
281
-40
1982
$28.9K ﹤0.01%
1,300
-400
1983
$28.9K ﹤0.01%
370
-245
1984
$28.9K ﹤0.01%
479
-25,773
1985
$28.9K ﹤0.01%
1,309
+141
1986
$28.8K ﹤0.01%
4,376
+2,875
1987
$28.8K ﹤0.01%
500
-200
1988
$28.8K ﹤0.01%
2,544
-248
1989
$28.8K ﹤0.01%
390
1990
$28.7K ﹤0.01%
470
1991
$28.7K ﹤0.01%
1,090
+10
1992
$28.6K ﹤0.01%
438
+108
1993
$28.5K ﹤0.01%
2,021
1994
$28.5K ﹤0.01%
345
-14
1995
$28.5K ﹤0.01%
3,142
-146
1996
$28.4K ﹤0.01%
600
-200
1997
$28.3K ﹤0.01%
576
-251
1998
$28.2K ﹤0.01%
2,750
1999
$28.2K ﹤0.01%
1,095
2000
$28.1K ﹤0.01%
356
+21
78 79
80
81 82