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
101
$4.71M 0.1%
11,768
+356
102
$4.68M 0.1%
85,399
-9,332
103
$4.65M 0.1%
89,779
+57,585
104
$4.64M 0.1%
20,050
-2,796
105
$4.63M 0.1%
20,469
+1,462
106
$4.55M 0.09%
67,921
+8,817
107
$4.54M 0.09%
61,946
+35,071
108
$4.51M 0.09%
92,780
+7,572
109
$4.48M 0.09%
80,342
+19,948
110
$4.47M 0.09%
43,830
-9,697
111
$4.39M 0.09%
38,998
+2,368
112
$4.34M 0.09%
66,496
+16,940
113
$4.3M 0.09%
58,806
+204
114
$4.29M 0.09%
82,401
-58,703
115
$4.28M 0.09%
90,359
+139
116
$4.18M 0.09%
76,786
+1,970
117
$4.17M 0.09%
42,574
+6,963
118
$4.15M 0.09%
12,033
+773
119
$4.14M 0.09%
153,910
-52,702
120
$4.12M 0.09%
23,732
-124
121
$4.11M 0.09%
14,130
+1,359
122
$4.1M 0.08%
8,415
+270
123
$4.09M 0.08%
49,778
+15,760
124
$4.07M 0.08%
27,029
+389
125
$4.06M 0.08%
53,710
-573
3 4
5
6 7