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
3426
$0 ﹤0.01%
30
-3
3427
$0 ﹤0.01%
1
-249
3428
– –
0
3429
– –
0
3430
$0 ﹤0.01%
1
3431
– –
0
3432
$0 ﹤0.01%
10
3433
– –
0
3434
– –
0
3435
– –
0
3436
– –
0
3437
– –
-7,300
3438
– –
0
3439
– –
0
3440
– –
0
3441
– –
0
3442
– –
0
3443
– –
0
3444
– –
0
3445
$0 ﹤0.01%
10
-99
3446
– –
-40
3447
– –
0
3448
– –
0
3449
– –
0
3450
– –
0
136 137
138
139 140