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
976
$158K ﹤0.01%
3,323
+100
977
$158K ﹤0.01%
4,219
-2
978
$158K ﹤0.01%
2,123
+55
979
$158K ﹤0.01%
988
-197
980
$158K ﹤0.01%
6,530
+830
981
$157K ﹤0.01%
4,858
+1,087
982
$157K ﹤0.01%
5,334
-500
983
$157K ﹤0.01%
7,904
+136
984
$157K ﹤0.01%
45,000
985
$156K ﹤0.01%
5,023
986
$155K ﹤0.01%
644
-2
987
$155K ﹤0.01%
2,646
+1,258
988
$154K ﹤0.01%
693
-4
989
$154K ﹤0.01%
9,493
990
$153K ﹤0.01%
4,616
-138
991
$153K ﹤0.01%
7,466
+1,636
992
$153K ﹤0.01%
3,770
-465
993
$153K ﹤0.01%
5,523
+1,210
994
$152K ﹤0.01%
2,936
+1,103
995
$150K ﹤0.01%
1,366
+1
996
$150K ﹤0.01%
3,025
+1,001
997
$150K ﹤0.01%
1,053
-944
998
$150K ﹤0.01%
5,130
-2,833
999
$149K ﹤0.01%
1,286
+841
1000
$149K ﹤0.01%
4,174
+982
38 39
40
41 42