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
451
$660K 0.01%
5,877
+734
452
$657K 0.01%
8,636
-6,886
453
$656K 0.01%
15,885
+31
454
$653K 0.01%
5,445
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455
$650K 0.01%
38,423
-6,595
456
$644K 0.01%
10,314
-12,366
457
$642K 0.01%
21,985
+4,753
458
$642K 0.01%
9,482
-1,201
459
$640K 0.01%
24,072
+1,674
460
$632K 0.01%
2,189
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461
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891
+213
462
$627K 0.01%
2,416
-593
463
$626K 0.01%
7,729
-1,820
464
$625K 0.01%
14,540
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465
$623K 0.01%
9,017
-10,052
466
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20,941
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467
$616K 0.01%
2,355
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468
$615K 0.01%
6,000
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469
$612K 0.01%
3,234
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470
$609K 0.01%
16,370
+2,367
471
$607K 0.01%
8,854
+2,289
472
$606K 0.01%
24,189
-5,125
473
$597K 0.01%
39,120
+38,531
474
$592K 0.01%
22,377
-745
475
$590K 0.01%
11,658
-2,653
17 18
19
20 21