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
776
$244K 0.01%
9,588
-534
777
$244K 0.01%
519
+412
778
$243K 0.01%
5,013
+2,062
779
$243K 0.01%
3,100
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780
$242K 0.01%
5,186
781
$242K 0.01%
4,069
-1,604
782
$242K 0.01%
2,690
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783
$241K 0.01%
4,240
784
$241K 0.01%
8,893
+2,911
785
$240K 0.01%
1,850
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786
$240K 0.01%
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787
$240K 0.01%
7,814
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788
$239K ﹤0.01%
11,226
+10,502
789
$239K ﹤0.01%
4,505
-213
790
$237K ﹤0.01%
3,032
-535
791
$237K ﹤0.01%
1,189
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792
$237K ﹤0.01%
4,590
-829
793
$236K ﹤0.01%
5,499
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794
$235K ﹤0.01%
3,391
-41
795
$234K ﹤0.01%
1,565
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796
$234K ﹤0.01%
7,840
797
$234K ﹤0.01%
343
+293
798
$233K ﹤0.01%
6,126
+10
799
$233K ﹤0.01%
2,709
+742
800
$233K ﹤0.01%
3,672
-31,575
30 31
32
33 34