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
1251
$81K ﹤0.01%
2,308
-69
1252
$81K ﹤0.01%
1,819
1253
$81K ﹤0.01%
3,374
-6
1254
$80K ﹤0.01%
1,460
1255
$80K ﹤0.01%
936
+310
1256
$80K ﹤0.01%
+3,007
1257
$80K ﹤0.01%
925
+340
1258
$80K ﹤0.01%
1,618
+1,100
1259
$79K ﹤0.01%
945
-285
1260
$79K ﹤0.01%
2,452
-19
1261
$79K ﹤0.01%
2,063
+63
1262
$78K ﹤0.01%
1,145
-383
1263
$78K ﹤0.01%
832
+762
1264
$78K ﹤0.01%
176
-146
1265
$78K ﹤0.01%
875
+81
1266
$78K ﹤0.01%
951
+794
1267
$78K ﹤0.01%
640
-237
1268
$78K ﹤0.01%
1,204
-10
1269
$77K ﹤0.01%
1,501
+672
1270
$77K ﹤0.01%
+2,038
1271
$77K ﹤0.01%
2,065
1272
$77K ﹤0.01%
5,253
+2,302
1273
$76K ﹤0.01%
1,174
+60
1274
$76K ﹤0.01%
+5,692
1275
$76K ﹤0.01%
896
+295
49 50
51
52 53