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
5151
– –
0
5152
– –
0
5153
– –
-746
5154
– –
0
5155
– –
0
5156
– –
0
5157
– –
0
5158
– –
0
5159
– –
0
5160
– –
0
5161
– –
0
5162
– –
-100
5163
– –
0
5164
– –
0
5165
– –
0
5166
– –
0
5167
– –
0
5168
$0 ﹤0.01%
15
-5,985
5169
– –
0
5170
– –
0
5171
– –
0
5172
– –
0
5173
– –
0
5174
– –
-50
5175
– –
0
205 206
207
208 209