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
276
$1.58M 0.03%
48,102
+27,883
277
$1.57M 0.03%
10,955
+1,579
278
$1.55M 0.03%
9,530
-811
279
$1.55M 0.03%
32,264
+11,790
280
$1.54M 0.03%
5,674
-647
281
$1.53M 0.03%
26,796
+4,792
282
$1.52M 0.03%
6,493
+52
283
$1.51M 0.03%
16,764
+6,135
284
$1.51M 0.03%
14,092
+1,157
285
$1.5M 0.03%
12,095
-366
286
$1.49M 0.03%
27,350
+26,922
287
$1.49M 0.03%
12,432
+19
288
$1.49M 0.03%
41,192
+969
289
$1.49M 0.03%
6,174
-1,074
290
$1.48M 0.03%
1,698
+8
291
$1.47M 0.03%
56,532
+4,356
292
$1.46M 0.03%
13,461
-1,010
293
$1.46M 0.03%
5,044
-1,588
294
$1.46M 0.03%
18,665
+2,257
295
$1.45M 0.03%
28,711
+34
296
$1.44M 0.03%
22,649
-2,501
297
$1.44M 0.03%
25,193
+3,933
298
$1.42M 0.03%
22,750
+515
299
$1.42M 0.03%
21,660
+1,350
300
$1.42M 0.03%
25,977
+24,886
10 11
12
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