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
801
$233K ﹤0.01%
3,488
+2,155
802
$232K ﹤0.01%
14,815
803
$232K ﹤0.01%
2,569
-1,225
804
$231K ﹤0.01%
1,456
-242
805
$229K ﹤0.01%
1,937
-96
806
$229K ﹤0.01%
4,404
807
$229K ﹤0.01%
3,789
-7
808
$228K ﹤0.01%
2,141
-837
809
$227K ﹤0.01%
3,034
+55
810
$226K ﹤0.01%
37,000
+25,430
811
$226K ﹤0.01%
5,185
-380
812
$226K ﹤0.01%
21,509
-6,489
813
$225K ﹤0.01%
+6,729
814
$225K ﹤0.01%
4,276
+1,309
815
$225K ﹤0.01%
3,739
+2,435
816
$225K ﹤0.01%
10,972
+5,011
817
$224K ﹤0.01%
1,190
-5
818
$223K ﹤0.01%
3,697
-1,563
819
$223K ﹤0.01%
11,690
-495
820
$222K ﹤0.01%
486
+293
821
$221K ﹤0.01%
10,024
+1,403
822
$221K ﹤0.01%
2,786
-43
823
$221K ﹤0.01%
2,580
-1,344
824
$219K ﹤0.01%
2,663
-522
825
$219K ﹤0.01%
5,429
-44
31 32
33
34 35