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
2376
$11.3K ﹤0.01%
94
-23
2377
$11.3K ﹤0.01%
1,027
2378
$11.2K ﹤0.01%
876
+20
2379
$11.1K ﹤0.01%
362
+103
2380
$11.1K ﹤0.01%
+2,913
2381
$11.1K ﹤0.01%
310
2382
$11K ﹤0.01%
244
-1
2383
$11K ﹤0.01%
61
+4
2384
$11K ﹤0.01%
939
2385
$10.9K ﹤0.01%
+500
2386
$10.9K ﹤0.01%
680
+6
2387
$10.9K ﹤0.01%
470
2388
$10.9K ﹤0.01%
+500
2389
$10.8K ﹤0.01%
150
2390
$10.8K ﹤0.01%
624
+217
2391
$10.8K ﹤0.01%
+459
2392
$10.8K ﹤0.01%
900
-94
2393
$10.7K ﹤0.01%
+168
2394
$10.7K ﹤0.01%
283
2395
$10.7K ﹤0.01%
227
+52
2396
$10.7K ﹤0.01%
149
-2
2397
$10.6K ﹤0.01%
470
+211
2398
$10.6K ﹤0.01%
43
+7
2399
$10.5K ﹤0.01%
246
+8
2400
$10.5K ﹤0.01%
1,875
+895
94 95
96
97 98