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
551
$447K 0.01%
12,718
-27,002
552
$447K 0.01%
4,044
-1,679
553
$444K 0.01%
3,297
+887
554
$441K 0.01%
14,694
-7,323
555
$441K 0.01%
1,214
-3,278
556
$440K 0.01%
4,427
+937
557
$440K 0.01%
6,929
-1,066
558
$438K 0.01%
2,383
+885
559
$437K 0.01%
13,380
-1,535
560
$432K 0.01%
10,962
+92
561
$431K 0.01%
5,351
+2,728
562
$430K 0.01%
36,754
-574
563
$430K 0.01%
2,233
+42
564
$429K 0.01%
9,342
-1,575
565
$429K 0.01%
20,907
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566
$429K 0.01%
6,250
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567
$428K 0.01%
5,944
-5,523
568
$425K 0.01%
+20,329
569
$425K 0.01%
16,756
-2,906
570
$424K 0.01%
12,388
-863
571
$423K 0.01%
1,093
+49
572
$422K 0.01%
7,469
+4,719
573
$421K 0.01%
15,864
-1,028
574
$420K 0.01%
1,325
+2
575
$420K 0.01%
18,147
+12,755
21 22
23
24 25