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
51
$8.32M 0.17%
37,373
+6,436
52
$8.31M 0.17%
371,227
-59,756
53
$8.18M 0.17%
23,528
-427
54
$8.12M 0.17%
204,368
-2,362
55
$7.96M 0.16%
+337,892
56
$7.95M 0.16%
75,909
+2,986
57
$7.8M 0.16%
449,094
+37,350
58
$7.77M 0.16%
21,287
-1,242
59
$7.71M 0.16%
66,916
-9,800
60
$7.61M 0.16%
126,821
+99,551
61
$7.46M 0.15%
23,747
+1,039
62
$7.22M 0.15%
22,564
-904
63
$7.19M 0.15%
18,137
-984
64
$7.09M 0.15%
12,094
+2,260
65
$7M 0.14%
60,708
-3,693
66
$6.98M 0.14%
53,335
-30,715
67
$6.96M 0.14%
55,300
-620
68
$6.93M 0.14%
51,410
-1,939
69
$6.92M 0.14%
128,825
+7,220
70
$6.92M 0.14%
158,475
+153,926
71
$6.6M 0.14%
104,452
+4,463
72
$6.35M 0.13%
26,572
+239
73
$6.35M 0.13%
465,653
+454,403
74
$6.18M 0.13%
56,270
+811
75
$6.08M 0.13%
164,031
+29,466
1 2
3
4 5