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
3876
– –
0
3877
– –
0
3878
– –
0
3879
– –
0
3880
– –
0
3881
– –
0
3882
– –
0
3883
– –
0
3884
– –
0
3885
– –
0
3886
– –
0
3887
– –
0
3888
– –
0
3889
– –
0
3890
– –
0
3891
– –
0
3892
– –
0
3893
– –
0
3894
– –
0
3895
– –
0
3896
– –
0
3897
– –
0
3898
– –
0
3899
– –
0
3900
– –
0
154 155
156
157 158