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
2176
$18.4K ﹤0.01%
453
+135
2177
$18.4K ﹤0.01%
455
2178
$18.3K ﹤0.01%
970
-124
2179
$18.3K ﹤0.01%
+500
2180
$18.3K ﹤0.01%
405
-74
2181
$18.3K ﹤0.01%
+700
2182
$18K ﹤0.01%
598
2183
$18K ﹤0.01%
1,700
-1,750
2184
$17.9K ﹤0.01%
233
+3
2185
$17.9K ﹤0.01%
317
+5
2186
$17.9K ﹤0.01%
18,500
2187
$17.9K ﹤0.01%
707
-259
2188
$17.9K ﹤0.01%
500
-80
2189
$17.9K ﹤0.01%
371
2190
$17.8K ﹤0.01%
1,000
2191
$17.7K ﹤0.01%
475
-241
2192
$17.4K ﹤0.01%
111
+96
2193
$17.4K ﹤0.01%
330
-348
2194
$17.4K ﹤0.01%
925
-26
2195
$17.4K ﹤0.01%
527
2196
$17.3K ﹤0.01%
60
2197
$17.2K ﹤0.01%
2,000
2198
$17.2K ﹤0.01%
506
-500
2199
$17.2K ﹤0.01%
200
-30
2200
$17.1K ﹤0.01%
1,473
-3,757
86 87
88
89 90