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
2126
$21K ﹤0.01%
235
2127
$21K ﹤0.01%
+500
2128
$20.8K ﹤0.01%
93
-58
2129
$20.8K ﹤0.01%
333
2130
$20.8K ﹤0.01%
850
2131
$20.8K ﹤0.01%
818
-92
2132
$20.8K ﹤0.01%
131
-389
2133
$20.7K ﹤0.01%
248
+200
2134
$20.6K ﹤0.01%
+400
2135
$20.5K ﹤0.01%
262
2136
$20.5K ﹤0.01%
1,961
+1,861
2137
$20.4K ﹤0.01%
+850
2138
$20.3K ﹤0.01%
164
+117
2139
$20.2K ﹤0.01%
525
-322
2140
$20.1K ﹤0.01%
285
2141
$20.1K ﹤0.01%
1,550
2142
$20.1K ﹤0.01%
+329
2143
$20.1K ﹤0.01%
+411
2144
$20.1K ﹤0.01%
536
+61
2145
$20.1K ﹤0.01%
1,500
2146
$20.1K ﹤0.01%
369
2147
$20.1K ﹤0.01%
1,700
2148
$20.1K ﹤0.01%
504
-4
2149
$20K ﹤0.01%
1,472
+115
2150
$20K ﹤0.01%
+376
84 85
86
87 88