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
1401
$55K ﹤0.01%
1,109
-363
1402
$55K ﹤0.01%
286
1403
$55K ﹤0.01%
439
+72
1404
$54K ﹤0.01%
3,291
-3,651
1405
$54K ﹤0.01%
1,668
+148
1406
$54K ﹤0.01%
83
+5
1407
$54K ﹤0.01%
+1,961
1408
$54K ﹤0.01%
+439
1409
$54K ﹤0.01%
3,700
1410
$53K ﹤0.01%
2,100
1411
$53K ﹤0.01%
1,282
+1,198
1412
$53K ﹤0.01%
1,348
-65,451
1413
$53K ﹤0.01%
1,068
-60
1414
$53K ﹤0.01%
882
+1
1415
$53K ﹤0.01%
658
-440
1416
$52K ﹤0.01%
837
+605
1417
$52K ﹤0.01%
3,088
-1,695
1418
$52K ﹤0.01%
891
-484
1419
$52K ﹤0.01%
435
1420
$52K ﹤0.01%
6,200
1421
$52K ﹤0.01%
1,113
+623
1422
$52K ﹤0.01%
1,570
-1,604
1423
$52K ﹤0.01%
435
+135
1424
$52K ﹤0.01%
375
+244
1425
$51K ﹤0.01%
859
+75
55 56
57
58 59