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
2001
$28.1K ﹤0.01%
2,061
-3,492
2002
$27.9K ﹤0.01%
469
2003
$27.9K ﹤0.01%
+138
2004
$27.8K ﹤0.01%
875
2005
$27.8K ﹤0.01%
+425
2006
$27.8K ﹤0.01%
6,824
+855
2007
$27.8K ﹤0.01%
553
-557
2008
$27.8K ﹤0.01%
567
-2,759
2009
$27.7K ﹤0.01%
902
+37
2010
$27.7K ﹤0.01%
2,000
-7,000
2011
$27.6K ﹤0.01%
1,254
+27
2012
$27.5K ﹤0.01%
+550
2013
$27.3K ﹤0.01%
1,271
+76
2014
$27.3K ﹤0.01%
773
-172
2015
$27.3K ﹤0.01%
1,153
+800
2016
$27.3K ﹤0.01%
3,238
-3,000
2017
$27.1K ﹤0.01%
285
-22
2018
$27.1K ﹤0.01%
1,000
-1,000
2019
$27.1K ﹤0.01%
384
-846
2020
$27K ﹤0.01%
907
+258
2021
$26.9K ﹤0.01%
126
+63
2022
$26.9K ﹤0.01%
1,000
2023
$26.9K ﹤0.01%
325
-1,286
2024
$26.8K ﹤0.01%
+1,100
2025
$26.7K ﹤0.01%
449
-314
79 80
81
82 83