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
2151
$20K ﹤0.01%
996
-1,122
2152
$19.9K ﹤0.01%
1,719
-20,242
2153
$19.8K ﹤0.01%
+794
2154
$19.8K ﹤0.01%
920
2155
$19.7K ﹤0.01%
+800
2156
$19.6K ﹤0.01%
2,739
+59
2157
$19.6K ﹤0.01%
490
2158
$19.6K ﹤0.01%
408
+2
2159
$19.4K ﹤0.01%
914
-10
2160
$19.4K ﹤0.01%
729
2161
$19.3K ﹤0.01%
325
+10
2162
$19.3K ﹤0.01%
2,000
2163
$19.1K ﹤0.01%
353
+166
2164
$19.1K ﹤0.01%
1,806
-2,885
2165
$19K ﹤0.01%
344
+311
2166
$18.9K ﹤0.01%
500
-633
2167
$18.8K ﹤0.01%
703
+20
2168
$18.8K ﹤0.01%
1,017
-20
2169
$18.7K ﹤0.01%
334
2170
$18.7K ﹤0.01%
479
-2,749
2171
$18.7K ﹤0.01%
324
+179
2172
$18.6K ﹤0.01%
4,979
-1,095
2173
$18.5K ﹤0.01%
411
2174
$18.5K ﹤0.01%
+763
2175
$18.5K ﹤0.01%
163
85 86
87
88 89