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
201
$3.1M 0.11%
79,267
+43,532
202
$3.1M 0.11%
24,125
+11,064
203
$3.08M 0.11%
131,657
+50,133
204
$3.08M 0.11%
49,212
+7,851
205
$3.06M 0.11%
12,904
-353
206
$3.03M 0.11%
133,654
+56,891
207
$3.02M 0.11%
12,234
+655
208
$3M 0.11%
129,945
+54,150
209
$2.99M 0.11%
109,241
-9
210
$2.98M 0.11%
36,530
+16,780
211
$2.97M 0.11%
7,786
+9
212
$2.96M 0.11%
17,310
+7,592
213
$2.96M 0.11%
+87,291
214
$2.95M 0.11%
30,783
+1,472
215
$2.94M 0.11%
73,995
+38,862
216
$2.94M 0.11%
130,611
+56,824
217
$2.93M 0.11%
8,849
+7,011
218
$2.93M 0.11%
14,743
+6,783
219
$2.93M 0.11%
24,462
+4,830
220
$2.91M 0.1%
14,070
+7,996
221
$2.9M 0.1%
31,738
+1,170
222
$2.89M 0.1%
+123,564
223
$2.87M 0.1%
59,984
+301
224
$2.84M 0.1%
3,666
+2,907
225
$2.83M 0.1%
52,856
-21,288
7 8
9
10 11