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
1376
$58K ﹤0.01%
1,732
+147
1377
$58K ﹤0.01%
485
1378
$58K ﹤0.01%
978
+478
1379
$58K ﹤0.01%
125
+9
1380
$58K ﹤0.01%
4,438
-5,594
1381
$57K ﹤0.01%
769
+20
1382
$57K ﹤0.01%
4,036
-2,393
1383
$57K ﹤0.01%
312
-260
1384
$57K ﹤0.01%
405
+63
1385
$57K ﹤0.01%
696
+145
1386
$57K ﹤0.01%
398
+45
1387
$57K ﹤0.01%
950
+850
1388
$56K ﹤0.01%
575
-990
1389
$56K ﹤0.01%
256
-1,056
1390
$56K ﹤0.01%
1,881
-2,285
1391
$56K ﹤0.01%
2,347
1392
$56K ﹤0.01%
316
+59
1393
$56K ﹤0.01%
2,287
-11
1394
$56K ﹤0.01%
1,100
1395
$55K ﹤0.01%
469
-51
1396
$55K ﹤0.01%
2,000
1397
$55K ﹤0.01%
1,169
-5
1398
$55K ﹤0.01%
830
-990
1399
$55K ﹤0.01%
1,934
1400
$55K ﹤0.01%
561
54 55
56
57 58