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
676
$312K 0.01%
13,711
+5,166
677
$311K 0.01%
18,883
+50
678
$310K 0.01%
10,260
679
$309K 0.01%
+10,056
680
$309K 0.01%
5,378
-598
681
$308K 0.01%
8,945
+1,160
682
$307K 0.01%
6,428
+4,398
683
$306K 0.01%
3,246
+722
684
$306K 0.01%
8,413
-131
685
$306K 0.01%
8,318
+3,087
686
$304K 0.01%
1,271
+425
687
$304K 0.01%
4,060
-674
688
$303K 0.01%
8,110
+2,485
689
$302K 0.01%
13,472
+2,992
690
$302K 0.01%
11,712
+2,121
691
$301K 0.01%
3,155
-116
692
$300K 0.01%
3,500
-2,564
693
$298K 0.01%
961
+945
694
$298K 0.01%
11,481
+2,117
695
$298K 0.01%
1,627
-16
696
$298K 0.01%
1,260
-28
697
$296K 0.01%
5,942
+127
698
$296K 0.01%
14,479
+8,272
699
$294K 0.01%
8,663
+3,951
700
$293K 0.01%
7,703
+4,121
26 27
28
29 30