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
951
$166K ﹤0.01%
4,357
-2,047
952
$166K ﹤0.01%
3,486
-1,020
953
$166K ﹤0.01%
13,250
+270
954
$166K ﹤0.01%
5,958
+1,109
955
$165K ﹤0.01%
920
-653
956
$165K ﹤0.01%
4,153
957
$164K ﹤0.01%
271
-49
958
$164K ﹤0.01%
3,562
+632
959
$164K ﹤0.01%
2,726
-8,682
960
$163K ﹤0.01%
1,421
+725
961
$163K ﹤0.01%
9,513
+6,547
962
$163K ﹤0.01%
3,309
+1
963
$162K ﹤0.01%
235
+189
964
$162K ﹤0.01%
5,087
-335
965
$162K ﹤0.01%
2,225
+1,576
966
$162K ﹤0.01%
2,203
-1,279
967
$162K ﹤0.01%
3,665
+323
968
$162K ﹤0.01%
5,929
969
$162K ﹤0.01%
4,902
970
$162K ﹤0.01%
2,679
+49
971
$161K ﹤0.01%
1,227
+137
972
$161K ﹤0.01%
915
+151
973
$160K ﹤0.01%
3,506
+786
974
$160K ﹤0.01%
3,996
+2,771
975
$159K ﹤0.01%
3,400
+1,589
37 38
39
40 41