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
651
$333K 0.01%
+11,975
652
$331K 0.01%
3,336
-460
653
$330K 0.01%
2,556
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654
$330K 0.01%
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5,930
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657
$327K 0.01%
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658
$326K 0.01%
5,820
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659
$326K 0.01%
10,402
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660
$324K 0.01%
6,896
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661
$323K 0.01%
+3,678
662
$322K 0.01%
27,424
+1,077
663
$321K 0.01%
10,125
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664
$321K 0.01%
3,586
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665
$321K 0.01%
5,294
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4,134
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668
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9,001
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3,340
-1,116
670
$317K 0.01%
10,263
671
$317K 0.01%
10,815
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672
$317K 0.01%
7,020
673
$315K 0.01%
8,385
+4,025
674
$314K 0.01%
201
-35
675
$314K 0.01%
5,242
-816
25 26
27
28 29