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
2276
$14.8K ﹤0.01%
150
2277
$14.7K ﹤0.01%
181
+37
2278
$14.7K ﹤0.01%
353
2279
$14.7K ﹤0.01%
1,339
2280
$14.7K ﹤0.01%
+300
2281
$14.7K ﹤0.01%
158
+5
2282
$14.7K ﹤0.01%
699
+663
2283
$14.7K ﹤0.01%
627
+526
2284
$14.6K ﹤0.01%
+700
2285
$14.5K ﹤0.01%
300
+200
2286
$14.5K ﹤0.01%
55
+2
2287
$14.5K ﹤0.01%
69
+5
2288
$14.5K ﹤0.01%
194
-13
2289
$14.3K ﹤0.01%
110
+3
2290
$14.3K ﹤0.01%
386
2291
$14.3K ﹤0.01%
603
-11,694
2292
$14.3K ﹤0.01%
250
-565
2293
$14.3K ﹤0.01%
270
+10
2294
$14.2K ﹤0.01%
433
+333
2295
$14.1K ﹤0.01%
149
2296
$14.1K ﹤0.01%
300
2297
$14K ﹤0.01%
76
2298
$14K ﹤0.01%
307
+1
2299
$13.9K ﹤0.01%
460
2300
$13.8K ﹤0.01%
+2,662
90 91
92
93 94