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
4976
– –
0
4977
– –
0
4978
– –
0
4979
– –
0
4980
– –
0
4981
– –
0
4982
– –
0
4983
– –
0
4984
– –
-1,097
4985
– –
0
4986
– –
0
4987
– –
0
4988
– –
0
4989
$0 ﹤0.01%
12
4990
$0 ﹤0.01%
16
+5
4991
– –
0
4992
– –
-4
4993
– –
0
4994
$0 ﹤0.01%
6
4995
– –
0
4996
– –
0
4997
– –
0
4998
– –
0
4999
– –
0
5000
– –
0
198 199
200
201 202