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
2251
$15.5K ﹤0.01%
465
2252
$15.5K ﹤0.01%
308
+250
2253
$15.4K ﹤0.01%
306
-2,494
2254
$15.4K ﹤0.01%
385
-2,292
2255
$15.3K ﹤0.01%
408
-458
2256
$15.3K ﹤0.01%
+300
2257
$15.3K ﹤0.01%
194
+15
2258
$15.3K ﹤0.01%
1,915
-153
2259
$15.3K ﹤0.01%
404
2260
$15.2K ﹤0.01%
40
+5
2261
$15.2K ﹤0.01%
+200
2262
$15.2K ﹤0.01%
144
+3
2263
$15.2K ﹤0.01%
+424
2264
$15.1K ﹤0.01%
200
-37
2265
$15.1K ﹤0.01%
1,180
-4,400
2266
$15.1K ﹤0.01%
500
2267
$15K ﹤0.01%
411
-2,257
2268
$15K ﹤0.01%
208
-56
2269
$14.9K ﹤0.01%
157
-44
2270
$14.9K ﹤0.01%
249
-7
2271
$14.9K ﹤0.01%
485
2272
$14.9K ﹤0.01%
144
+118
2273
$14.9K ﹤0.01%
226
2274
$14.9K ﹤0.01%
+142
2275
$14.8K ﹤0.01%
1,700
89 90
91
92 93