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
301
$1.41M 0.03%
25,778
-124
302
$1.4M 0.03%
86,843
+4,404
303
$1.4M 0.03%
27,012
+1,720
304
$1.39M 0.03%
29,209
+922
305
$1.38M 0.03%
9,770
+4,733
306
$1.37M 0.03%
21,259
+759
307
$1.33M 0.03%
36,127
+3,722
308
$1.33M 0.03%
9,922
+938
309
$1.33M 0.03%
17,509
-4,507
310
$1.32M 0.03%
34,669
+2,743
311
$1.29M 0.03%
5,994
+1,311
312
$1.27M 0.03%
9,972
+4,134
313
$1.25M 0.03%
2,671
+261
314
$1.23M 0.03%
6,312
-389
315
$1.23M 0.03%
12,176
+78
316
$1.23M 0.03%
18,677
+4,017
317
$1.23M 0.03%
5,550
+191
318
$1.22M 0.03%
9,686
-180
319
$1.22M 0.03%
7,128
+3
320
$1.22M 0.03%
7,664
+1,781
321
$1.21M 0.03%
14,811
-4,264
322
$1.21M 0.02%
11,852
+6,234
323
$1.2M 0.02%
32,432
+5,709
324
$1.19M 0.02%
22,770
+8,495
325
$1.19M 0.02%
4,916
-528
11 12
13
14 15