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
2401
$10.5K ﹤0.01%
293
+270
2402
$10.5K ﹤0.01%
260
2403
$10.5K ﹤0.01%
850
2404
$10.4K ﹤0.01%
167
2405
$10.4K ﹤0.01%
131
-357
2406
$10.4K ﹤0.01%
194
-260
2407
$10.3K ﹤0.01%
109
2408
$10.3K ﹤0.01%
101
2409
$10.3K ﹤0.01%
224
+1
2410
$10.2K ﹤0.01%
+616
2411
$10.2K ﹤0.01%
564
-8
2412
$10.2K ﹤0.01%
363
2413
$10.2K ﹤0.01%
+50
2414
$10.2K ﹤0.01%
225
+14
2415
$10.2K ﹤0.01%
23
-587
2416
$10.2K ﹤0.01%
760
2417
$10.2K ﹤0.01%
355
+306
2418
$10.2K ﹤0.01%
+400
2419
$10.2K ﹤0.01%
517
+2
2420
$10.1K ﹤0.01%
+337
2421
$10.1K ﹤0.01%
385
-23
2422
$10.1K ﹤0.01%
112
+44
2423
$10.1K ﹤0.01%
670
2424
$10K ﹤0.01%
425
-11,277
2425
$10K ﹤0.01%
365
+161
95 96
97
98 99