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
601
$382K 0.01%
3,125
+536
602
$381K 0.01%
13,719
603
$381K 0.01%
2,225
-221
604
$380K 0.01%
4,740
+1,147
605
$380K 0.01%
7,309
+7,269
606
$379K 0.01%
3,677
-14,341
607
$379K 0.01%
1,480
+2
608
$376K 0.01%
12,820
-30
609
$375K 0.01%
12,302
-2,540
610
$372K 0.01%
3,891
-2,140
611
$372K 0.01%
13,064
612
$371K 0.01%
9,176
+640
613
$371K 0.01%
8,102
+208
614
$371K 0.01%
1,413
+1,394
615
$371K 0.01%
1,943
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616
$370K 0.01%
6,776
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617
$368K 0.01%
7,029
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618
$368K 0.01%
5,990
-158
619
$368K 0.01%
3,492
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620
$367K 0.01%
6,541
+5,503
621
$366K 0.01%
6,209
-1,430
622
$366K 0.01%
2,243
+90
623
$364K 0.01%
12,446
+2,616
624
$362K 0.01%
5,601
+378
625
$361K 0.01%
4,498
-3,231
23 24
25
26 27