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
926
$175K ﹤0.01%
321
+14
927
$174K ﹤0.01%
23,634
+4,756
928
$174K ﹤0.01%
2,351
+115
929
$173K ﹤0.01%
304
-1,304
930
$173K ﹤0.01%
2,018
-10
931
$173K ﹤0.01%
+6,118
932
$173K ﹤0.01%
2,068
933
$173K ﹤0.01%
+8,420
934
$173K ﹤0.01%
10,014
+2,694
935
$172K ﹤0.01%
4,145
+427
936
$172K ﹤0.01%
2,774
-399
937
$170K ﹤0.01%
3,681
-266
938
$170K ﹤0.01%
517
-3
939
$170K ﹤0.01%
6,499
+5,568
940
$170K ﹤0.01%
1,246
+903
941
$170K ﹤0.01%
1,177
-341
942
$169K ﹤0.01%
1,302
-1,376
943
$169K ﹤0.01%
892
-280
944
$168K ﹤0.01%
2,071
-323
945
$168K ﹤0.01%
497
-2
946
$167K ﹤0.01%
6,752
+227
947
$167K ﹤0.01%
754
-4
948
$167K ﹤0.01%
3,300
+1,650
949
$167K ﹤0.01%
5,024
+1,772
950
$166K ﹤0.01%
10,000
36 37
38
39 40