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
2301
$13.8K ﹤0.01%
174
+115
2302
$13.8K ﹤0.01%
99
-25
2303
$13.8K ﹤0.01%
+958
2304
$13.7K ﹤0.01%
2,731
2305
$13.7K ﹤0.01%
222
-13
2306
$13.7K ﹤0.01%
315
-1,344
2307
$13.6K ﹤0.01%
173
-181
2308
$13.6K ﹤0.01%
259
+42
2309
$13.6K ﹤0.01%
279
2310
$13.5K ﹤0.01%
220
2311
$13.4K ﹤0.01%
365
2312
$13.4K ﹤0.01%
1,427
-4,761
2313
$13.3K ﹤0.01%
46
+30
2314
$13.3K ﹤0.01%
+3,000
2315
$13.3K ﹤0.01%
150
-5
2316
$13.3K ﹤0.01%
+570
2317
$13.1K ﹤0.01%
2,343
2318
$13.1K ﹤0.01%
5,005
2319
$13K ﹤0.01%
299
+288
2320
$13K ﹤0.01%
416
-52
2321
$13K ﹤0.01%
1,082
-198
2322
$13K ﹤0.01%
73
-173
2323
$13K ﹤0.01%
481
2324
$12.9K ﹤0.01%
275
+124
2325
$12.9K ﹤0.01%
49
+1
91 92
93
94 95