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
626
$361K 0.01%
11,808
-959
627
$361K 0.01%
95,389
+1,167
628
$357K 0.01%
3,910
+2,046
629
$357K 0.01%
12,211
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630
$357K 0.01%
10,613
631
$356K 0.01%
532
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632
$355K 0.01%
6,636
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633
$355K 0.01%
4,022
-558
634
$354K 0.01%
3,247
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635
$353K 0.01%
2,212
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636
$352K 0.01%
9,169
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637
$351K 0.01%
13,142
-151,976
638
$348K 0.01%
14,519
+9,825
639
$347K 0.01%
6,834
-1,526
640
$347K 0.01%
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$345K 0.01%
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642
$342K 0.01%
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643
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6,552
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644
$338K 0.01%
9,103
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645
$336K 0.01%
4,350
+1,980
646
$335K 0.01%
8,223
-130
647
$335K 0.01%
+7,130
648
$334K 0.01%
3,357
+1,999
649
$334K 0.01%
1,662
-743
650
$333K 0.01%
5,731
+459
24 25
26
27 28