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
1226
$88K ﹤0.01%
1,922
-1,020
1227
$88K ﹤0.01%
2,917
-1,526
1228
$87K ﹤0.01%
1,105
+130
1229
$87K ﹤0.01%
646
+100
1230
$87K ﹤0.01%
1,150
1231
$87K ﹤0.01%
5,093
-2,254
1232
$86K ﹤0.01%
2,680
+100
1233
$86K ﹤0.01%
2,265
1234
$86K ﹤0.01%
1,482
1235
$85K ﹤0.01%
1,990
1236
$85K ﹤0.01%
322
+37
1237
$85K ﹤0.01%
1,393
+175
1238
$85K ﹤0.01%
1,178
+1,034
1239
$84K ﹤0.01%
386
+309
1240
$84K ﹤0.01%
2,547
+12
1241
$84K ﹤0.01%
563
+269
1242
$84K ﹤0.01%
1,293
1243
$84K ﹤0.01%
1,905
-496
1244
$83K ﹤0.01%
606
-160
1245
$83K ﹤0.01%
1,184
+431
1246
$83K ﹤0.01%
1,555
+121
1247
$82K ﹤0.01%
1,865
1248
$82K ﹤0.01%
298
-58
1249
$82K ﹤0.01%
1,973
-6
1250
$82K ﹤0.01%
2,044
+415
48 49
50
51 52