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
401
$805K 0.02%
26,724
+5,765
402
$803K 0.02%
5,676
-802
403
$803K 0.02%
3,507
-345
404
$797K 0.02%
32,859
-215
405
$794K 0.02%
5,858
+3,568
406
$794K 0.02%
30,683
407
$784K 0.02%
25,248
+6,695
408
$783K 0.02%
4,637
+56
409
$782K 0.02%
13,650
-433
410
$780K 0.02%
26,910
+690
411
$780K 0.02%
11,873
+20
412
$779K 0.02%
12,306
+802
413
$767K 0.02%
18,909
+118
414
$764K 0.02%
13,242
-187
415
$763K 0.02%
12,735
-7,994
416
$762K 0.02%
23,575
+9,431
417
$757K 0.02%
20,893
+4,011
418
$755K 0.02%
16,623
-48,444
419
$753K 0.02%
12,131
+178
420
$752K 0.02%
16,707
+8,567
421
$748K 0.02%
11,988
422
$748K 0.02%
3,892
-74
423
$746K 0.02%
24,771
+8,056
424
$740K 0.02%
11,095
-872
425
$736K 0.02%
17,632
+4,233
15 16
17
18 19