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
376
$895K 0.02%
3,664
+335
377
$894K 0.02%
28,793
-2,911
378
$893K 0.02%
46,295
+7,757
379
$891K 0.02%
27,172
+1,485
380
$890K 0.02%
9,477
+444
381
$883K 0.02%
26,834
-260
382
$883K 0.02%
28,380
+27,979
383
$879K 0.02%
3,553
-1,569
384
$851K 0.02%
21,141
+20,453
385
$848K 0.02%
2,451
-890
386
$848K 0.02%
5,162
-2,924
387
$846K 0.02%
16,089
+6,027
388
$841K 0.02%
1,895
-90
389
$840K 0.02%
13,253
-172
390
$839K 0.02%
15,580
+1,140
391
$835K 0.02%
16,354
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392
$834K 0.02%
4,669
-5,449
393
$833K 0.02%
10,757
-18,314
394
$822K 0.02%
8,118
+593
395
$818K 0.02%
11,575
-1,165
396
$817K 0.02%
13,596
-5,286
397
$811K 0.02%
7,596
-7,386
398
$810K 0.02%
8,761
-5,374
399
$805K 0.02%
12,391
-18,639
400
$805K 0.02%
6,116
+2,518
14 15
16
17 18