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
4901
$0 ﹤0.01%
36
4902
– –
0
4903
– –
0
4904
– –
-80
4905
– –
0
4906
– –
0
4907
$0 ﹤0.01%
6
4908
– –
0
4909
– –
0
4910
– –
-1,500
4911
– –
0
4912
– –
0
4913
– –
0
4914
– –
0
4915
– –
0
4916
– –
0
4917
– –
0
4918
– –
0
4919
– –
0
4920
– –
0
4921
– –
0
4922
– –
0
4923
– –
0
4924
– –
0
4925
– –
0
195 196
197
198 199