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
1276
$76K ﹤0.01%
1,735
+11
1277
$76K ﹤0.01%
1,920
-200
1278
$76K ﹤0.01%
2,464
+1,061
1279
$76K ﹤0.01%
522
-8
1280
$75K ﹤0.01%
2,905
-49
1281
$75K ﹤0.01%
745
-349
1282
$75K ﹤0.01%
+1,703
1283
$75K ﹤0.01%
1,768
-84
1284
$75K ﹤0.01%
1,003
1285
$75K ﹤0.01%
326
+2
1286
$75K ﹤0.01%
4,432
1287
$75K ﹤0.01%
+1,948
1288
$74K ﹤0.01%
3,395
+1,538
1289
$74K ﹤0.01%
3,007
+1,007
1290
$73K ﹤0.01%
467
-12
1291
$73K ﹤0.01%
9,710
+9,250
1292
$73K ﹤0.01%
602
+2
1293
$73K ﹤0.01%
1,122
+411
1294
$73K ﹤0.01%
1,248
-1,245
1295
$73K ﹤0.01%
586
+546
1296
$72K ﹤0.01%
1,562
+1,049
1297
$72K ﹤0.01%
887
1298
$72K ﹤0.01%
+2,335
1299
$72K ﹤0.01%
1,364
-788
1300
$72K ﹤0.01%
4,979
-1,447
50 51
52
53 54