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
2451
$9.49K ﹤0.01%
512
2452
$9.45K ﹤0.01%
1,675
2453
$9.43K ﹤0.01%
277
2454
$9.3K ﹤0.01%
+300
2455
$9.28K ﹤0.01%
180
+10
2456
$9.22K ﹤0.01%
+270
2457
$9.22K ﹤0.01%
740
2458
$9.21K ﹤0.01%
269
2459
$9.19K ﹤0.01%
93
-842
2460
$9.14K ﹤0.01%
160
2461
$9.13K ﹤0.01%
135
2462
$9.07K ﹤0.01%
105
2463
$9.05K ﹤0.01%
+756
2464
$9.01K ﹤0.01%
800
-19,100
2465
$8.99K ﹤0.01%
358
+2
2466
$8.96K ﹤0.01%
750
2467
$8.89K ﹤0.01%
215
2468
$8.86K ﹤0.01%
270
2469
$8.86K ﹤0.01%
30
2470
$8.85K ﹤0.01%
307
2471
$8.84K ﹤0.01%
526
-38
2472
$8.84K ﹤0.01%
103
+5
2473
$8.83K ﹤0.01%
80
+8
2474
$8.82K ﹤0.01%
250
-18
2475
$8.77K ﹤0.01%
2,231
-107
97 98
99
100 101