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
1326
$65K ﹤0.01%
296
-474
1327
$65K ﹤0.01%
1,090
+100
1328
$65K ﹤0.01%
1,092
-3,743
1329
$65K ﹤0.01%
270
+36
1330
$65K ﹤0.01%
1,107
1331
$64K ﹤0.01%
1,741
+375
1332
$64K ﹤0.01%
5,909
+503
1333
$64K ﹤0.01%
853
-362
1334
$64K ﹤0.01%
810
+203
1335
$64K ﹤0.01%
+1,740
1336
$64K ﹤0.01%
248
+6
1337
$64K ﹤0.01%
+1,780
1338
$64K ﹤0.01%
687
+305
1339
$63K ﹤0.01%
5,205
-4,800
1340
$63K ﹤0.01%
684
+31
1341
$63K ﹤0.01%
1,121
1342
$63K ﹤0.01%
4,226
-6
1343
$62K ﹤0.01%
1,968
+1,909
1344
$62K ﹤0.01%
723
+45
1345
$62K ﹤0.01%
2,307
1346
$62K ﹤0.01%
291
1347
$62K ﹤0.01%
1,400
-2,001
1348
$62K ﹤0.01%
1,750
1349
$62K ﹤0.01%
588
+8
1350
$62K ﹤0.01%
2,113
+474
52 53
54
55 56