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
1026
$141K ﹤0.01%
9,300
1027
$140K ﹤0.01%
8,822
+2,723
1028
$140K ﹤0.01%
1,468
+580
1029
$140K ﹤0.01%
7,269
+458
1030
$140K ﹤0.01%
3,231
+117
1031
$139K ﹤0.01%
7,619
-5
1032
$138K ﹤0.01%
1,370
-1
1033
$137K ﹤0.01%
3,100
1034
$137K ﹤0.01%
165
-35
1035
$137K ﹤0.01%
1,324
-2
1036
$136K ﹤0.01%
1,214
+388
1037
$136K ﹤0.01%
1,352
1038
$135K ﹤0.01%
1,348
-1,334
1039
$135K ﹤0.01%
9,221
-6,114
1040
$134K ﹤0.01%
3,529
+2
1041
$134K ﹤0.01%
1,568
+492
1042
$134K ﹤0.01%
28,174
+24,599
1043
$134K ﹤0.01%
296
+224
1044
$134K ﹤0.01%
5,714
+828
1045
$134K ﹤0.01%
146
+24
1046
$133K ﹤0.01%
934
+121
1047
$133K ﹤0.01%
3,953
-8
1048
$133K ﹤0.01%
823
-31
1049
$133K ﹤0.01%
1,120
+33
1050
$132K ﹤0.01%
1,258
-876
40 41
42
43 44