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
726
$275K 0.01%
5,304
-541
727
$272K 0.01%
+9,400
728
$270K 0.01%
4,524
+222
729
$270K 0.01%
1,308
-23
730
$270K 0.01%
3,926
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731
$269K 0.01%
13,031
+46
732
$268K 0.01%
4,730
+293
733
$267K 0.01%
2,174
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734
$267K 0.01%
7,764
-225
735
$267K 0.01%
1,540
736
$266K 0.01%
9,080
-145
737
$265K 0.01%
3,845
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738
$265K 0.01%
2,455
+1,209
739
$265K 0.01%
18,891
+1,105
740
$265K 0.01%
8,558
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741
$265K 0.01%
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$265K 0.01%
2,353
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743
$264K 0.01%
3,013
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744
$263K 0.01%
2,054
-185
745
$263K 0.01%
6,162
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746
$263K 0.01%
1,332
+130
747
$263K 0.01%
1,218
+813
748
$263K 0.01%
3,743
-592
749
$262K 0.01%
6,141
+1,632
750
$261K 0.01%
7,298
+294
28 29
30
31 32