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
1176
$100K ﹤0.01%
731
-11
1177
$99K ﹤0.01%
2,460
-48
1178
$99K ﹤0.01%
2,064
+783
1179
$99K ﹤0.01%
304
+292
1180
$99K ﹤0.01%
3,223
+2,223
1181
$99K ﹤0.01%
4,860
+2,870
1182
$99K ﹤0.01%
1,284
1183
$99K ﹤0.01%
1,060
-21
1184
$98K ﹤0.01%
+4,121
1185
$98K ﹤0.01%
853
+424
1186
$98K ﹤0.01%
3,500
1187
$98K ﹤0.01%
271
1188
$98K ﹤0.01%
82
1189
$98K ﹤0.01%
1,062
1190
$97K ﹤0.01%
4,514
+522
1191
$97K ﹤0.01%
2,730
-87
1192
$97K ﹤0.01%
+1,491
1193
$96K ﹤0.01%
10,000
1194
$96K ﹤0.01%
2,461
-876
1195
$96K ﹤0.01%
639
+105
1196
$96K ﹤0.01%
983
1197
$95K ﹤0.01%
37,039
+2,339
1198
$95K ﹤0.01%
4,804
+3,484
1199
$94K ﹤0.01%
25,000
+5,000
1200
$94K ﹤0.01%
2,974
46 47
48
49 50