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
1151
$105K ﹤0.01%
2,440
+700
1152
$105K ﹤0.01%
3,378
-65,143
1153
$104K ﹤0.01%
2,558
-58
1154
$104K ﹤0.01%
5,801
+2,400
1155
$104K ﹤0.01%
1,451
+1,074
1156
$104K ﹤0.01%
345
+232
1157
$103K ﹤0.01%
1,100
+691
1158
$103K ﹤0.01%
1,794
+164
1159
$103K ﹤0.01%
+1,138
1160
$102K ﹤0.01%
3,199
+581
1161
$102K ﹤0.01%
1,872
-1,720
1162
$102K ﹤0.01%
217
1163
$102K ﹤0.01%
659
-696
1164
$102K ﹤0.01%
773
-332
1165
$102K ﹤0.01%
+4,615
1166
$102K ﹤0.01%
1,959
-1,190
1167
$102K ﹤0.01%
3,103
-1,485
1168
$102K ﹤0.01%
2,063
-38
1169
$101K ﹤0.01%
5,151
+3,325
1170
$101K ﹤0.01%
2,942
-11,899
1171
$101K ﹤0.01%
1,718
+98
1172
$101K ﹤0.01%
2,306
-2,030
1173
$101K ﹤0.01%
100
+1
1174
$100K ﹤0.01%
2,411
-565
1175
$100K ﹤0.01%
138
+88
45 46
47
48 49