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
2326
$12.8K ﹤0.01%
5,200
-700
2327
$12.8K ﹤0.01%
103
2328
$12.8K ﹤0.01%
+500
2329
$12.7K ﹤0.01%
1,500
2330
$12.7K ﹤0.01%
940
+250
2331
$12.6K ﹤0.01%
3,022
+881
2332
$12.6K ﹤0.01%
305
2333
$12.6K ﹤0.01%
163
+146
2334
$12.6K ﹤0.01%
154
2335
$12.6K ﹤0.01%
495
2336
$12.5K ﹤0.01%
470
+51
2337
$12.4K ﹤0.01%
122
2338
$12.4K ﹤0.01%
+387
2339
$12.4K ﹤0.01%
387
2340
$12.3K ﹤0.01%
+1,000
2341
$12.3K ﹤0.01%
206
2342
$12.3K ﹤0.01%
321
+102
2343
$12.2K ﹤0.01%
210
2344
$12.1K ﹤0.01%
67
-23
2345
$12.1K ﹤0.01%
370
-196
2346
$12K ﹤0.01%
208
+2
2347
$12K ﹤0.01%
+300
2348
$12K ﹤0.01%
789
+578
2349
$12K ﹤0.01%
282
-18
2350
$11.9K ﹤0.01%
463
92 93
94
95 96