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
76
$5.87M 0.12%
100,721
+9,789
77
$5.87M 0.12%
37,884
-12,518
78
$5.86M 0.12%
110,817
-19,731
79
$5.75M 0.12%
26,161
+72
80
$5.71M 0.12%
85,643
+1,035
81
$5.71M 0.12%
83,635
+35,659
82
$5.66M 0.12%
11,119
+439
83
$5.62M 0.12%
76,347
-24,111
84
$5.59M 0.12%
191,489
+176,875
85
$5.54M 0.11%
20,472
+842
86
$5.52M 0.11%
187,457
+21,957
87
$5.46M 0.11%
125,830
+27,963
88
$5.26M 0.11%
69,585
-13,426
89
$5.26M 0.11%
34,094
+33,558
90
$5.21M 0.11%
49,624
+47,358
91
$5.18M 0.11%
27,815
+791
92
$5.12M 0.11%
91,104
+1,939
93
$5.1M 0.11%
52,507
+253
94
$5.08M 0.11%
35,685
+3,681
95
$5.08M 0.11%
61,545
-8,901
96
$5.07M 0.11%
59,002
+6,640
97
$5.07M 0.1%
36,912
+6,847
98
$5.06M 0.1%
30,752
+1,356
99
$4.76M 0.1%
49,727
+48,148
100
$4.74M 0.1%
84,410
-6,552
2 3
4
5 6