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
1076
$124K ﹤0.01%
4,112
-1,359
1077
$124K ﹤0.01%
3,550
+500
1078
$124K ﹤0.01%
920
+26
1079
$124K ﹤0.01%
1,817
+1,169
1080
$124K ﹤0.01%
1,020
+555
1081
$123K ﹤0.01%
1,041
+39
1082
$123K ﹤0.01%
2,317
-109
1083
$123K ﹤0.01%
5,783
-1,950
1084
$122K ﹤0.01%
3,339
-2
1085
$122K ﹤0.01%
877
+163
1086
$122K ﹤0.01%
2,493
-29
1087
$122K ﹤0.01%
1,963
+188
1088
$122K ﹤0.01%
1,093
+932
1089
$122K ﹤0.01%
6,705
1090
$121K ﹤0.01%
6,492
+2,700
1091
$121K ﹤0.01%
3,793
-14
1092
$121K ﹤0.01%
2,976
+70
1093
$120K ﹤0.01%
357
+102
1094
$120K ﹤0.01%
1,559
+375
1095
$120K ﹤0.01%
1,587
1096
$119K ﹤0.01%
2,825
+1,535
1097
$119K ﹤0.01%
8,381
-299
1098
$119K ﹤0.01%
723
-355
1099
$118K ﹤0.01%
2,428
+9
1100
$118K ﹤0.01%
12,178
+198
42 43
44
45 46