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
2076
$23.8K ﹤0.01%
123
+89
2077
$23.7K ﹤0.01%
1,498
-5,301
2078
$23.7K ﹤0.01%
1,453
-12,737
2079
$23.6K ﹤0.01%
2,000
2080
$23.6K ﹤0.01%
484
-162
2081
$23.6K ﹤0.01%
175
+97
2082
$23.5K ﹤0.01%
761
-1,515
2083
$23.5K ﹤0.01%
1,712
2084
$23.4K ﹤0.01%
1,600
2085
$23.4K ﹤0.01%
380
+333
2086
$23.3K ﹤0.01%
+1,100
2087
$23.2K ﹤0.01%
1,000
-500
2088
$23.1K ﹤0.01%
743
-43
2089
$23.1K ﹤0.01%
1,383
2090
$23K ﹤0.01%
1,009
2091
$23K ﹤0.01%
1,065
2092
$23K ﹤0.01%
635
+52
2093
$22.9K ﹤0.01%
218
-57
2094
$22.9K ﹤0.01%
250
-800
2095
$22.9K ﹤0.01%
1,200
+189
2096
$22.8K ﹤0.01%
970
-19
2097
$22.8K ﹤0.01%
500
2098
$22.7K ﹤0.01%
+807
2099
$22.7K ﹤0.01%
204
2100
$22.6K ﹤0.01%
480
-1,364
82 83
84
85 86