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
876
$197K ﹤0.01%
2,563
-7
877
$196K ﹤0.01%
5,366
878
$196K ﹤0.01%
650
+120
879
$196K ﹤0.01%
3,272
+138
880
$196K ﹤0.01%
2,011
-2
881
$194K ﹤0.01%
3,928
-85
882
$194K ﹤0.01%
1,745
+272
883
$193K ﹤0.01%
2,307
-9
884
$193K ﹤0.01%
3,416
885
$193K ﹤0.01%
2,646
+3
886
$192K ﹤0.01%
2,213
-10
887
$192K ﹤0.01%
4,589
-193
888
$191K ﹤0.01%
6,050
-250
889
$191K ﹤0.01%
2,645
+420
890
$190K ﹤0.01%
+6,413
891
$189K ﹤0.01%
3,424
892
$189K ﹤0.01%
9,847
-179
893
$188K ﹤0.01%
3,955
+663
894
$187K ﹤0.01%
1,716
-397
895
$187K ﹤0.01%
1,135
-1
896
$186K ﹤0.01%
2,611
+687
897
$186K ﹤0.01%
479
-21
898
$185K ﹤0.01%
3,409
+476
899
$185K ﹤0.01%
346
-135
900
$185K ﹤0.01%
22,412
+5,000
34 35
36
37 38