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
126
$4.04M 0.08%
75,103
+3,523
127
$4M 0.08%
53,922
+826
128
$3.96M 0.08%
37,868
+8,153
129
$3.94M 0.08%
116,801
+7,347
130
$3.92M 0.08%
99,175
+52,949
131
$3.87M 0.08%
16,792
-811
132
$3.86M 0.08%
18,710
+335
133
$3.84M 0.08%
13,024
-705
134
$3.79M 0.08%
74,682
+2,060
135
$3.77M 0.08%
24,416
-1,043
136
$3.76M 0.08%
172,857
+234
137
$3.75M 0.08%
91,069
+15,442
138
$3.72M 0.08%
15,250
-5,916
139
$3.69M 0.08%
26,300
+696
140
$3.68M 0.08%
95,426
+16,306
141
$3.65M 0.08%
10,534
+548
142
$3.63M 0.08%
70,593
+17,476
143
$3.55M 0.07%
39,486
+11,151
144
$3.51M 0.07%
30,031
+6,828
145
$3.47M 0.07%
171,800
+50,120
146
$3.47M 0.07%
68,296
+14,487
147
$3.46M 0.07%
125,480
+121,550
148
$3.43M 0.07%
45,863
+3,072
149
$3.38M 0.07%
65,245
+32,451
150
$3.35M 0.07%
69,083
+4,750
4 5
6
7 8