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
1001
$149K ﹤0.01%
7,628
-3,211
1002
$148K ﹤0.01%
3,016
+377
1003
$148K ﹤0.01%
1,954
+6
1004
$148K ﹤0.01%
2,126
+557
1005
$148K ﹤0.01%
622
+178
1006
$147K ﹤0.01%
1,380
-16
1007
$147K ﹤0.01%
339
+164
1008
$147K ﹤0.01%
109
-7
1009
$147K ﹤0.01%
1,514
-111
1010
$146K ﹤0.01%
2,325
-52
1011
$146K ﹤0.01%
259
-30
1012
$145K ﹤0.01%
1,896
+1,646
1013
$144K ﹤0.01%
6,987
+2,476
1014
$144K ﹤0.01%
1,200
1015
$143K ﹤0.01%
585
+3
1016
$143K ﹤0.01%
+4,733
1017
$143K ﹤0.01%
2,019
+756
1018
$143K ﹤0.01%
1,566
+196
1019
$142K ﹤0.01%
444
-140
1020
$142K ﹤0.01%
+3,857
1021
$142K ﹤0.01%
482
-165
1022
$141K ﹤0.01%
1,970
-5
1023
$141K ﹤0.01%
+2,550
1024
$141K ﹤0.01%
3,878
-1,610
1025
$141K ﹤0.01%
5,532
+2,991
39 40
41
42 43