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
1426
$51K ﹤0.01%
317
+4
1427
$51K ﹤0.01%
1,084
1428
$51K ﹤0.01%
2,984
1429
$50K ﹤0.01%
1,960
1430
$50K ﹤0.01%
439
-1,018
1431
$50K ﹤0.01%
+1,968
1432
$50K ﹤0.01%
2,673
+1,000
1433
$50K ﹤0.01%
697
1434
$50K ﹤0.01%
500
+40
1435
$50K ﹤0.01%
502
1436
$50K ﹤0.01%
582
-877
1437
$50K ﹤0.01%
2,294
+11
1438
$49K ﹤0.01%
219
+27
1439
$49K ﹤0.01%
1,815
-663
1440
$49K ﹤0.01%
400
+20
1441
$49K ﹤0.01%
747
+173
1442
$49K ﹤0.01%
884
+1
1443
$49K ﹤0.01%
188
1444
$49K ﹤0.01%
178
1445
$49K ﹤0.01%
522
+2
1446
$49K ﹤0.01%
426
+5
1447
$49K ﹤0.01%
+528
1448
$48K ﹤0.01%
438
-43
1449
$48K ﹤0.01%
453
-186
1450
$48K ﹤0.01%
768
56 57
58
59 60