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
2051
$25.2K ﹤0.01%
305
+217
2052
$25.2K ﹤0.01%
1,471
-3,219
2053
$25.1K ﹤0.01%
2,020
2054
$25.1K ﹤0.01%
249
+30
2055
$25.1K ﹤0.01%
256
2056
$25.1K ﹤0.01%
433
+3
2057
$25.1K ﹤0.01%
800
+196
2058
$25K ﹤0.01%
369
2059
$24.9K ﹤0.01%
3,472
+160
2060
$24.9K ﹤0.01%
612
+300
2061
$24.9K ﹤0.01%
539
-3,203
2062
$24.8K ﹤0.01%
185
+24
2063
$24.7K ﹤0.01%
+356
2064
$24.6K ﹤0.01%
225
+112
2065
$24.5K ﹤0.01%
105
+82
2066
$24.5K ﹤0.01%
+937
2067
$24.4K ﹤0.01%
1,100
2068
$24.4K ﹤0.01%
631
+96
2069
$24.4K ﹤0.01%
+600
2070
$24.2K ﹤0.01%
1,350
+350
2071
$24.2K ﹤0.01%
170
-1,212
2072
$24.1K ﹤0.01%
311
-15
2073
$24.1K ﹤0.01%
+900
2074
$24K ﹤0.01%
112
+14
2075
$23.9K ﹤0.01%
640
81 82
83
84 85