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
1301
$71K ﹤0.01%
2,062
1302
$71K ﹤0.01%
313
-293
1303
$71K ﹤0.01%
1,957
+200
1304
$71K ﹤0.01%
174
-182
1305
$71K ﹤0.01%
2,935
+130
1306
$71K ﹤0.01%
1,170
+970
1307
$71K ﹤0.01%
+2,060
1308
$70K ﹤0.01%
628
-820
1309
$70K ﹤0.01%
6,868
+625
1310
$69K ﹤0.01%
1,744
-217
1311
$69K ﹤0.01%
236
+60
1312
$69K ﹤0.01%
320
+28
1313
$68K ﹤0.01%
469
+19
1314
$68K ﹤0.01%
697
+3
1315
$68K ﹤0.01%
+2,000
1316
$68K ﹤0.01%
1,030
+10
1317
$67K ﹤0.01%
905
1318
$67K ﹤0.01%
4,300
-37
1319
$67K ﹤0.01%
+169
1320
$67K ﹤0.01%
1,095
-21
1321
$66K ﹤0.01%
+2,461
1322
$66K ﹤0.01%
10,000
1323
$65K ﹤0.01%
1,408
-196
1324
$65K ﹤0.01%
1,372
1325
$65K ﹤0.01%
1,148
-540
51 52
53
54 55