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
26
$12.4M 0.26%
616,615
+114,720
27
$11.9M 0.25%
120,810
+1,554
28
$11.8M 0.24%
197,955
-16,835
29
$11.7M 0.24%
74,975
+12,520
30
$11.6M 0.24%
110,306
+31,686
31
$11.4M 0.24%
206,714
+9,503
32
$11.2M 0.23%
106,485
+33,804
33
$10.9M 0.23%
38,077
-2,047
34
$10.9M 0.23%
207,947
+67,495
35
$10.9M 0.23%
344,495
36
$10.8M 0.22%
591,880
+363,464
37
$10.4M 0.22%
21,347
+3,014
38
$10M 0.21%
159,526
+123,245
39
$9.96M 0.21%
88,670
+5,457
40
$9.95M 0.21%
226,361
+42,975
41
$9.68M 0.2%
109,947
+13,600
42
$9.25M 0.19%
56,484
-366
43
$9.18M 0.19%
201,521
+17,089
44
$9.01M 0.19%
168,023
-41,351
45
$9M 0.19%
587,469
+175,784
46
$8.91M 0.18%
38,108
-330
47
$8.52M 0.18%
127,470
-680
48
$8.48M 0.18%
75,147
-31,118
49
$8.45M 0.17%
75,677
+395
50
$8.38M 0.17%
483,072
+56,298
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