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
251
$1.78M 0.04%
21,711
-11
252
$1.78M 0.04%
27,316
+384
253
$1.78M 0.04%
15,321
-2,754
254
$1.77M 0.04%
36,436
+1,476
255
$1.76M 0.04%
9,180
+1,027
256
$1.76M 0.04%
26,207
+6,639
257
$1.76M 0.04%
15,988
+9,925
258
$1.73M 0.04%
20,895
+2,392
259
$1.72M 0.04%
12,057
+1,407
260
$1.71M 0.04%
19,799
-39,895
261
$1.7M 0.04%
47,220
+948
262
$1.7M 0.04%
8,514
-211
263
$1.67M 0.03%
14,314
+1,297
264
$1.67M 0.03%
+61,497
265
$1.65M 0.03%
16,664
+2,108
266
$1.65M 0.03%
27,247
+23,567
267
$1.65M 0.03%
37,282
+24,539
268
$1.63M 0.03%
7,964
+5,124
269
$1.63M 0.03%
1,154
+55
270
$1.62M 0.03%
17,079
+2,154
271
$1.61M 0.03%
15,781
+256
272
$1.61M 0.03%
34,954
-61,332
273
$1.6M 0.03%
10,060
+131
274
$1.59M 0.03%
7,998
-254
275
$1.58M 0.03%
16,458
-1,250
9 10
11
12 13