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
426
$730K 0.02%
30,238
+2,526
427
$728K 0.02%
6,534
-13,738
428
$727K 0.02%
4,389
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429
$722K 0.01%
17,434
-10,884
430
$714K 0.01%
1,722
-230
431
$705K 0.01%
+9,047
432
$704K 0.01%
2,855
-2,645
433
$697K 0.01%
19,568
+174
434
$692K 0.01%
25,248
-457
435
$692K 0.01%
8,744
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436
$688K 0.01%
6,713
-20,145
437
$687K 0.01%
8,508
-17
438
$686K 0.01%
46,792
+2,166
439
$686K 0.01%
10,454
+38
440
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2,206
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441
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4,739
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25,940
443
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14,795
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444
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4,392
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445
$672K 0.01%
12,063
-1,460
446
$669K 0.01%
+19,264
447
$669K 0.01%
5,918
448
$669K 0.01%
22,001
-3,773
449
$662K 0.01%
12,427
+988
450
$660K 0.01%
9,445
-30
16 17
18
19 20