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
901
$185K ﹤0.01%
6,231
-2,909
902
$184K ﹤0.01%
2,324
-1
903
$184K ﹤0.01%
7,080
+2,524
904
$184K ﹤0.01%
2,474
+1,832
905
$183K ﹤0.01%
1,648
-121
906
$183K ﹤0.01%
19,562
+2,073
907
$183K ﹤0.01%
1,465
-1
908
$183K ﹤0.01%
1,664
+1,359
909
$183K ﹤0.01%
2,052
+289
910
$182K ﹤0.01%
3,585
+320
911
$181K ﹤0.01%
7,418
+976
912
$181K ﹤0.01%
2,491
913
$181K ﹤0.01%
18,026
-7,193
914
$180K ﹤0.01%
3,487
915
$179K ﹤0.01%
1,889
+797
916
$178K ﹤0.01%
2,287
+345
917
$178K ﹤0.01%
986
-330
918
$178K ﹤0.01%
1,879
+1,762
919
$178K ﹤0.01%
7,738
-2,518
920
$178K ﹤0.01%
1,407
-6
921
$177K ﹤0.01%
2,970
+1,173
922
$177K ﹤0.01%
3,290
+1,873
923
$177K ﹤0.01%
2,163
924
$176K ﹤0.01%
851
925
$176K ﹤0.01%
1,427
+158
35 36
37
38 39