IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$10.8M
2
+$7.79M
3
+$6.63M
4
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$5.57M
5
JPEF icon
JPMorgan Equity Focus ETF
JPEF
+$5.04M

Top Sells

1
+$21.6M
2
+$9.17M
3
+$9.11M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.35M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.6M

Sector Composition

1 Technology 9.7%
2 Financials 4.28%
3 Consumer Discretionary 3.64%
4 Healthcare 3.3%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$11.8K ﹤0.01%
624
2352
$11.8K ﹤0.01%
822
+234
2353
$11.8K ﹤0.01%
328
2354
$11.8K ﹤0.01%
56
+18
2355
$11.7K ﹤0.01%
1,924
+117
2356
$11.7K ﹤0.01%
847
-1,246
2357
$11.7K ﹤0.01%
570
2358
$11.7K ﹤0.01%
277
2359
$11.7K ﹤0.01%
350
2360
$11.7K ﹤0.01%
200
2361
$11.6K ﹤0.01%
1,941
-1,933
2362
$11.6K ﹤0.01%
+1,000
2363
$11.6K ﹤0.01%
239
2364
$11.5K ﹤0.01%
+300
2365
$11.5K ﹤0.01%
+200
2366
$11.5K ﹤0.01%
116
+70
2367
$11.5K ﹤0.01%
100
2368
$11.5K ﹤0.01%
1,886
+500
2369
$11.4K ﹤0.01%
450
2370
$11.4K ﹤0.01%
110
-523
2371
$11.4K ﹤0.01%
313
-1
2372
$11.4K ﹤0.01%
2,000
2373
$11.4K ﹤0.01%
47
+40
2374
$11.3K ﹤0.01%
801
-160
2375
$11.3K ﹤0.01%
+8,135
93 94
95
96 97