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
$4.83B
AUM Growth
-$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,666
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$7.96M
3
+$7.75M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.74M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.72M

Top Sells

1
+$7.7M
2
+$7.03M
3
+$5.44M
4
IVZ icon
Invesco
IVZ
+$4.06M
5
ARKK icon
ARK Innovation ETF
ARKK
+$4.02M

Sector Composition

1 Technology 3.67%
2 Consumer Discretionary 2.22%
3 Financials 2.19%
4 Healthcare 1.65%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$3K ﹤0.01%
+500
2502
$3K ﹤0.01%
150
2503
$3K ﹤0.01%
160
2504
$3K ﹤0.01%
39
2505
$3K ﹤0.01%
119
2506
$3K ﹤0.01%
206
-44
2507
$3K ﹤0.01%
1,047
2508
$3K ﹤0.01%
+150
2509
$2K ﹤0.01%
8
2510
$2K ﹤0.01%
53
-258
2511
$2K ﹤0.01%
100
2512
$2K ﹤0.01%
15
2513
$2K ﹤0.01%
47
-55,837
2514
$2K ﹤0.01%
375
2515
$2K ﹤0.01%
307
2516
$2K ﹤0.01%
299
+242
2517
$2K ﹤0.01%
68
-36
2518
$2K ﹤0.01%
91
2519
$2K ﹤0.01%
78
2520
$2K ﹤0.01%
3
2521
$2K ﹤0.01%
+200
2522
$2K ﹤0.01%
108
2523
$2K ﹤0.01%
303
2524
$2K ﹤0.01%
60
2525
$2K ﹤0.01%
17
99 100
101
102 103