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
2101
$22.6K ﹤0.01%
175
2102
$22.5K ﹤0.01%
+699
2103
$22.5K ﹤0.01%
91
+4
2104
$22.5K ﹤0.01%
1,065
2105
$22.3K ﹤0.01%
632
2106
$22.3K ﹤0.01%
1,929
2107
$22.3K ﹤0.01%
258
-133
2108
$22.1K ﹤0.01%
+124
2109
$22.1K ﹤0.01%
522
-2,094
2110
$22K ﹤0.01%
850
+10
2111
$22K ﹤0.01%
1,000
+300
2112
$21.8K ﹤0.01%
463
+7
2113
$21.7K ﹤0.01%
685
-152
2114
$21.6K ﹤0.01%
2,370
+8
2115
$21.6K ﹤0.01%
316
+91
2116
$21.5K ﹤0.01%
500
2117
$21.3K ﹤0.01%
15,000
2118
$21.3K ﹤0.01%
2
-1
2119
$21.2K ﹤0.01%
179
-6
2120
$21.2K ﹤0.01%
5,219
2121
$21.2K ﹤0.01%
903
2122
$21.1K ﹤0.01%
+865
2123
$21.1K ﹤0.01%
375
2124
$21.1K ﹤0.01%
638
2125
$21K ﹤0.01%
1,349
-48
83 84
85
86 87