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
351
$1.03M 0.02%
12,015
-286
352
$1.03M 0.02%
15,238
-25,389
353
$1.02M 0.02%
20,993
-17,781
354
$1.01M 0.02%
8,487
+1,166
355
$1.01M 0.02%
17,285
+17,149
356
$1M 0.02%
6,526
-3,306
357
$1M 0.02%
30,750
-950
358
$990K 0.02%
2,720
+191
359
$990K 0.02%
25,326
+2,164
360
$989K 0.02%
12,631
+1,578
361
$987K 0.02%
13,448
+743
362
$980K 0.02%
16,288
+7,180
363
$973K 0.02%
6,474
+6,440
364
$956K 0.02%
24,039
+3,080
365
$954K 0.02%
13,966
-2,987
366
$941K 0.02%
20,930
+2,297
367
$940K 0.02%
3,967
-19
368
$933K 0.02%
5,626
+376
369
$928K 0.02%
7,518
-7,332
370
$927K 0.02%
29,382
+28,268
371
$925K 0.02%
18,510
-346
372
$920K 0.02%
24,315
-1,245
373
$910K 0.02%
6,284
+15
374
$901K 0.02%
10,527
+253
375
$897K 0.02%
10,610
+1,486
13 14
15
16 17