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
751
$260K 0.01%
1,763
+9
752
$260K 0.01%
5,175
753
$260K 0.01%
6,058
+4,403
754
$259K 0.01%
11,633
+10,537
755
$258K 0.01%
1,975
+121
756
$257K 0.01%
4,208
+587
757
$256K 0.01%
117
+10
758
$256K 0.01%
12,313
759
$256K 0.01%
10,430
+1,821
760
$255K 0.01%
2,081
+342
761
$255K 0.01%
3,127
+2,614
762
$253K 0.01%
9,502
+6,026
763
$252K 0.01%
6,909
-130
764
$251K 0.01%
9,409
+4,165
765
$251K 0.01%
9,616
+1,718
766
$250K 0.01%
1,705
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767
$247K 0.01%
2,959
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768
$247K 0.01%
673
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769
$247K 0.01%
560
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770
$247K 0.01%
12,636
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771
$246K 0.01%
1,562
-4
772
$246K 0.01%
4,510
+45
773
$245K 0.01%
3,031
+1,211
774
$245K 0.01%
3,042
-37
775
$244K 0.01%
164
+10
29 30
31
32 33