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
476
$589K 0.01%
19,594
+1,716
477
$589K 0.01%
10,579
-2,409
478
$580K 0.01%
2,046
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479
$576K 0.01%
7,522
+527
480
$576K 0.01%
8,298
+242
481
$576K 0.01%
10,902
+1,114
482
$572K 0.01%
21,438
+475
483
$571K 0.01%
33,717
+1,425
484
$571K 0.01%
6,960
+255
485
$568K 0.01%
2,637
-34
486
$568K 0.01%
6,661
+284
487
$564K 0.01%
10,456
-35
488
$564K 0.01%
3,890
-490
489
$562K 0.01%
7,645
-1,171
490
$560K 0.01%
6,670
-2,440
491
$560K 0.01%
48,873
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492
$554K 0.01%
14,030
+1,604
493
$552K 0.01%
7,099
+3,734
494
$547K 0.01%
8,592
+2,928
495
$547K 0.01%
537
-23
496
$543K 0.01%
6,049
497
$541K 0.01%
22,470
+232
498
$540K 0.01%
+2,146
499
$535K 0.01%
15,199
500
$534K 0.01%
31,663
+29,881
18 19
20
21 22