IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
1
$72.1M 2.6%
309,234
-5,630
2
$51.9M 1.87%
106,233
-1,216
3
$48.6M 1.75%
84,766
-5,916
4
$46M 1.66%
119,912
+17,826
5
$35.8M 1.29%
530,689
+77,359
6
$33.3M 1.2%
77,314
+9,118
7
$33.3M 1.2%
399,656
-3,744
8
$31.5M 1.13%
259,094
+29,808
9
$29.4M 1.06%
1,168,428
+24,424
10
$29M 1.05%
50,349
+740
11
$28.4M 1.02%
102,440
-6,088
12
$26.8M 0.97%
713,273
+50,626
13
$23.3M 0.84%
124,953
-13,916
14
$22.8M 0.82%
873,816
-27,496
15
$22.4M 0.81%
42,449
+927
16
$21.7M 0.78%
259,730
-4,582
17
$21.1M 0.76%
45,868
+625
18
$21.1M 0.76%
760,137
+9,045
19
$20.9M 0.75%
420,643
+20,865
20
$20.4M 0.73%
90,253
+49,036
21
$20.3M 0.73%
161,621
-3,326
22
$20.1M 0.73%
112,313
+6,669
23
$20.1M 0.72%
121,003
-16,939
24
$19.3M 0.7%
686,076
+122,196
25
$19.3M 0.7%
380,050
-15,006
1
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