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
701
$293K 0.01%
2,239
+756
702
$292K 0.01%
4,153
+316
703
$292K 0.01%
+6,486
704
$291K 0.01%
7,307
+5,237
705
$291K 0.01%
2,010
-23
706
$291K 0.01%
2,289
-680
707
$289K 0.01%
6,738
+388
708
$289K 0.01%
3,796
+10
709
$287K 0.01%
13,454
-696
710
$287K 0.01%
1,493
+369
711
$286K 0.01%
1,198
-30
712
$285K 0.01%
8,376
+5,382
713
$285K 0.01%
5,674
+674
714
$283K 0.01%
1,571
-327
715
$283K 0.01%
505
+202
716
$283K 0.01%
1,411
+653
717
$280K 0.01%
5,830
+368
718
$279K 0.01%
9,384
-183,092
719
$279K 0.01%
8,737
+673
720
$277K 0.01%
1,076
-88
721
$277K 0.01%
2,235
+1,299
722
$276K 0.01%
8,344
+1,272
723
$276K 0.01%
9,203
+1,420
724
$276K 0.01%
1,183
+269
725
$276K 0.01%
3,089
-134
27 28
29
30 31