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
1101
$117K ﹤0.01%
1,980
1102
$117K ﹤0.01%
2,848
+1,961
1103
$117K ﹤0.01%
1,278
-9
1104
$116K ﹤0.01%
1,404
-303
1105
$116K ﹤0.01%
1,731
+732
1106
$116K ﹤0.01%
1,956
+1,772
1107
$116K ﹤0.01%
1,596
+1,500
1108
$115K ﹤0.01%
1,963
+770
1109
$115K ﹤0.01%
1,277
-731
1110
$115K ﹤0.01%
474
+160
1111
$115K ﹤0.01%
422
-416
1112
$115K ﹤0.01%
1,331
-5,089
1113
$115K ﹤0.01%
4,085
+2,807
1114
$114K ﹤0.01%
1,276
-280
1115
$114K ﹤0.01%
5,765
-179
1116
$114K ﹤0.01%
223
+215
1117
$113K ﹤0.01%
2,201
+319
1118
$113K ﹤0.01%
2,536
-953
1119
$113K ﹤0.01%
985
+14
1120
$113K ﹤0.01%
3,608
-2,000
1121
$113K ﹤0.01%
1,246
-1
1122
$113K ﹤0.01%
5,725
+400
1123
$112K ﹤0.01%
995
+42
1124
$112K ﹤0.01%
3,346
-240
1125
$112K ﹤0.01%
6,200
43 44
45
46 47