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
4451
– –
0
4452
– –
0
4453
– –
0
4454
– –
0
4455
– –
0
4456
– –
-325
4457
– –
0
4458
– –
-69,024
4459
– –
0
4460
– –
0
4461
– –
0
4462
– –
0
4463
– –
0
4464
– –
0
4465
– –
0
4466
– –
0
4467
– –
0
4468
– –
0
4469
– –
0
4470
– –
0
4471
– –
-1
4472
– –
-100
4473
$0 ﹤0.01%
2
-669
4474
– –
0
4475
$0 ﹤0.01%
5
177 178
179
180 181