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
1351
$61K ﹤0.01%
4,587
1352
$61K ﹤0.01%
2,117
1353
$61K ﹤0.01%
975
+231
1354
$61K ﹤0.01%
758
+186
1355
$61K ﹤0.01%
953
+21
1356
$61K ﹤0.01%
5,203
+2,299
1357
$61K ﹤0.01%
1,160
+13
1358
$61K ﹤0.01%
+3,293
1359
$61K ﹤0.01%
+2,835
1360
$61K ﹤0.01%
1,385
1361
$61K ﹤0.01%
181
-57
1362
$61K ﹤0.01%
277
+13
1363
$61K ﹤0.01%
921
1364
$61K ﹤0.01%
3,740
+2,180
1365
$60K ﹤0.01%
1,270
+38
1366
$60K ﹤0.01%
355
+320
1367
$60K ﹤0.01%
1,361
1368
$60K ﹤0.01%
4,412
+1,404
1369
$60K ﹤0.01%
3,283
+158
1370
$60K ﹤0.01%
168
-78
1371
$59K ﹤0.01%
748
+654
1372
$59K ﹤0.01%
1,220
+5
1373
$59K ﹤0.01%
940
+2
1374
$59K ﹤0.01%
6,485
1375
$58K ﹤0.01%
5,755
+1,360
53 54
55
56 57