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
826
$218K ﹤0.01%
678
+5
827
$218K ﹤0.01%
5,905
828
$218K ﹤0.01%
9,608
+1,894
829
$217K ﹤0.01%
3,115
+74
830
$216K ﹤0.01%
1,960
+4
831
$216K ﹤0.01%
27,182
+24,682
832
$215K ﹤0.01%
1,241
+84
833
$215K ﹤0.01%
1,992
+29
834
$214K ﹤0.01%
9,470
+506
835
$213K ﹤0.01%
6,134
-1,500
836
$213K ﹤0.01%
5,320
-1,975
837
$213K ﹤0.01%
3,605
+568
838
$212K ﹤0.01%
7,477
+2,879
839
$212K ﹤0.01%
3,930
840
$212K ﹤0.01%
11,278
+2,974
841
$212K ﹤0.01%
+2,173
842
$212K ﹤0.01%
1,245
843
$211K ﹤0.01%
4,790
-26
844
$210K ﹤0.01%
3,837
+2,148
845
$210K ﹤0.01%
851
+155
846
$209K ﹤0.01%
3,991
847
$209K ﹤0.01%
1,235
-4
848
$209K ﹤0.01%
2,581
-2,086
849
$208K ﹤0.01%
1,319
+160
850
$208K ﹤0.01%
1,693
+238
32 33
34
35 36