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
3626
– –
0
3627
– –
0
3628
– –
0
3629
– –
0
3630
– –
0
3631
– –
0
3632
– –
0
3633
– –
0
3634
– –
0
3635
– –
0
3636
– –
0
3637
– –
0
3638
– –
0
3639
– –
0
3640
– –
0
3641
– –
0
3642
– –
0
3643
– –
0
3644
– –
0
3645
– –
0
3646
– –
0
3647
– –
0
3648
– –
0
3649
– –
0
3650
– –
0
144 145
146
147 148