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
576
$418K 0.01%
8,678
-8
577
$416K 0.01%
6,536
+597
578
$415K 0.01%
18,040
+17,805
579
$414K 0.01%
7,453
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580
$414K 0.01%
6,200
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581
$414K 0.01%
15,081
582
$412K 0.01%
12,984
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583
$412K 0.01%
2,733
+369
584
$412K 0.01%
7,465
+1,040
585
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+14,016
586
$407K 0.01%
7,661
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587
$407K 0.01%
3,808
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588
$406K 0.01%
23,839
-1,373
589
$405K 0.01%
16,516
+6,353
590
$403K 0.01%
3,910
-361
591
$401K 0.01%
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592
$393K 0.01%
1,381
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593
$388K 0.01%
9,147
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594
$387K 0.01%
12,823
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595
$386K 0.01%
4,571
-891
596
$386K 0.01%
1,860
+236
597
$383K 0.01%
994
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598
$382K 0.01%
6,288
-1,140
599
$382K 0.01%
13,355
600
$382K 0.01%
250
22 23
24
25 26