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
1451
$48K ﹤0.01%
359
-5
1452
$48K ﹤0.01%
2,270
1453
$48K ﹤0.01%
964
+642
1454
$47K ﹤0.01%
487
-9,063
1455
$47K ﹤0.01%
886
+300
1456
$47K ﹤0.01%
2,026
+105
1457
$47K ﹤0.01%
+1,800
1458
$47K ﹤0.01%
1,110
+396
1459
$47K ﹤0.01%
1,209
+1,019
1460
$47K ﹤0.01%
1,383
1461
$47K ﹤0.01%
959
1462
$47K ﹤0.01%
+536
1463
$47K ﹤0.01%
500
1464
$47K ﹤0.01%
457
1465
$47K ﹤0.01%
2,014
-911
1466
$47K ﹤0.01%
246
+9
1467
$47K ﹤0.01%
1,394
+1,138
1468
$47K ﹤0.01%
+870
1469
$47K ﹤0.01%
527
+404
1470
$47K ﹤0.01%
6,260
+4
1471
$47K ﹤0.01%
83
-6,850
1472
$46K ﹤0.01%
2,000
1473
$46K ﹤0.01%
790
+700
1474
$46K ﹤0.01%
500
-1
1475
$46K ﹤0.01%
500
57 58
59
60 61