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
1051
$132K ﹤0.01%
2,300
+200
1052
$132K ﹤0.01%
6,498
+57
1053
$132K ﹤0.01%
854
-375
1054
$131K ﹤0.01%
860
+722
1055
$131K ﹤0.01%
1,020
+180
1056
$131K ﹤0.01%
2,452
-94
1057
$131K ﹤0.01%
720
+355
1058
$130K ﹤0.01%
8,459
-1,263
1059
$130K ﹤0.01%
2,350
+1,300
1060
$129K ﹤0.01%
3,775
-115
1061
$129K ﹤0.01%
2,944
+350
1062
$129K ﹤0.01%
31
-28
1063
$127K ﹤0.01%
2,449
+396
1064
$126K ﹤0.01%
2,068
-1,284
1065
$126K ﹤0.01%
2,115
+1,915
1066
$126K ﹤0.01%
+5,570
1067
$126K ﹤0.01%
833
-315
1068
$126K ﹤0.01%
1,648
+997
1069
$126K ﹤0.01%
227
+1
1070
$125K ﹤0.01%
2,489
-1,857
1071
$125K ﹤0.01%
2,074
-86
1072
$125K ﹤0.01%
404
1073
$125K ﹤0.01%
623
+9
1074
$125K ﹤0.01%
2,466
+1
1075
$124K ﹤0.01%
10,783
+1,346
41 42
43
44 45