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
4826
– –
0
4827
– –
0
4828
– –
0
4829
– –
0
4830
– –
0
4831
– –
0
4832
– –
0
4833
– –
0
4834
– –
0
4835
– –
0
4836
– –
0
4837
– –
0
4838
– –
0
4839
– –
0
4840
– –
0
4841
– –
0
4842
– –
0
4843
– –
0
4844
– –
0
4845
– –
0
4846
– –
0
4847
– –
0
4848
– –
0
4849
– –
0
4850
– –
0
192 193
194
195 196