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
326
$1.18M 0.02%
38,593
+9,320
327
$1.17M 0.02%
11,385
+7,995
328
$1.17M 0.02%
23,229
+7,282
329
$1.17M 0.02%
2,862
-74
330
$1.17M 0.02%
10,232
+67
331
$1.17M 0.02%
62,553
+10,600
332
$1.16M 0.02%
8,286
+2,072
333
$1.16M 0.02%
14,527
334
$1.15M 0.02%
3,940
+3,679
335
$1.14M 0.02%
10,813
+205
336
$1.14M 0.02%
34,973
+1,388
337
$1.14M 0.02%
21,596
-1,437
338
$1.13M 0.02%
40,776
+13,726
339
$1.11M 0.02%
11,067
+9,683
340
$1.11M 0.02%
3,213
+2,058
341
$1.1M 0.02%
20,557
+867
342
$1.08M 0.02%
7,327
-193
343
$1.07M 0.02%
6,400
+1,861
344
$1.07M 0.02%
8,763
-194
345
$1.06M 0.02%
9,018
+495
346
$1.06M 0.02%
6,172
-6,089
347
$1.05M 0.02%
8,777
-497
348
$1.05M 0.02%
17,330
+1,250
349
$1.05M 0.02%
9,910
+2,492
350
$1.03M 0.02%
17,846
+76
12 13
14
15 16