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
1201
$94K ﹤0.01%
3,954
+3,819
1202
$94K ﹤0.01%
1,078
-130
1203
$94K ﹤0.01%
2,272
+2,019
1204
$93K ﹤0.01%
3,062
+2,095
1205
$93K ﹤0.01%
2,865
+1,935
1206
$93K ﹤0.01%
760
+40
1207
$92K ﹤0.01%
1,637
-6
1208
$92K ﹤0.01%
1,029
+938
1209
$92K ﹤0.01%
1,377
-830
1210
$92K ﹤0.01%
902
+122
1211
$92K ﹤0.01%
1,518
+1,335
1212
$92K ﹤0.01%
2,554
+1,381
1213
$91K ﹤0.01%
+3,525
1214
$91K ﹤0.01%
86
1215
$91K ﹤0.01%
1,017
1216
$90K ﹤0.01%
3,345
+957
1217
$90K ﹤0.01%
2,680
+1,946
1218
$89K ﹤0.01%
3,140
+175
1219
$89K ﹤0.01%
932
+796
1220
$89K ﹤0.01%
783
+184
1221
$89K ﹤0.01%
2,160
-1,994
1222
$89K ﹤0.01%
4,700
1223
$88K ﹤0.01%
+1,340
1224
$88K ﹤0.01%
380
-280
1225
$88K ﹤0.01%
+2,843
47 48
49
50 51