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
501
$532K 0.01%
22,159
+997
502
$531K 0.01%
15,883
+634
503
$531K 0.01%
6,137
+90
504
$530K 0.01%
8,751
-376
505
$529K 0.01%
13,830
-617
506
$525K 0.01%
11,210
+691
507
$524K 0.01%
49,150
+29
508
$523K 0.01%
19,220
+198
509
$520K 0.01%
6,706
-3
510
$519K 0.01%
13,979
-1,800
511
$518K 0.01%
16,154
+602
512
$517K 0.01%
4,478
+933
513
$517K 0.01%
10,590
+8,457
514
$515K 0.01%
1,936
+48
515
$515K 0.01%
3,544
-9,722
516
$514K 0.01%
1,415
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517
$510K 0.01%
704
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518
$510K 0.01%
9,485
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519
$508K 0.01%
17,257
-6,435
520
$505K 0.01%
8,055
+2,285
521
$504K 0.01%
5,461
+1,585
522
$496K 0.01%
17,385
+695
523
$495K 0.01%
4,199
-12,591
524
$495K 0.01%
13,951
-110
525
$493K 0.01%
2,032
-719
19 20
21
22 23