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
851
$207K ﹤0.01%
2,567
+1,160
852
$207K ﹤0.01%
2,950
-165
853
$206K ﹤0.01%
1,288
+817
854
$206K ﹤0.01%
7,957
-101
855
$205K ﹤0.01%
1,535
+135
856
$204K ﹤0.01%
1,410
-17
857
$204K ﹤0.01%
8,116
+7
858
$203K ﹤0.01%
654
+15
859
$203K ﹤0.01%
6,648
-1,267
860
$203K ﹤0.01%
510
-521
861
$202K ﹤0.01%
2,843
-302
862
$202K ﹤0.01%
1,242
+18
863
$201K ﹤0.01%
2,817
-149
864
$201K ﹤0.01%
4,072
+233
865
$201K ﹤0.01%
7,523
+500
866
$201K ﹤0.01%
920
-7
867
$201K ﹤0.01%
3,756
868
$201K ﹤0.01%
7,654
+3,130
869
$201K ﹤0.01%
1,957
+7
870
$201K ﹤0.01%
3,575
-8,477
871
$200K ﹤0.01%
1,078
-45
872
$199K ﹤0.01%
20,425
+5,280
873
$199K ﹤0.01%
2,413
+468
874
$198K ﹤0.01%
1,010
-814
875
$198K ﹤0.01%
1,273
+778
33 34
35
36 37