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
1476
$46K ﹤0.01%
+459
1477
$46K ﹤0.01%
197
+5
1478
$45K ﹤0.01%
75
1479
$45K ﹤0.01%
678
-300
1480
$45K ﹤0.01%
1,179
+881
1481
$45K ﹤0.01%
+910
1482
$45K ﹤0.01%
1,750
1483
$45K ﹤0.01%
240
+23
1484
$44K ﹤0.01%
1,211
+569
1485
$44K ﹤0.01%
1,018
-16,195
1486
$44K ﹤0.01%
548
+260
1487
$44K ﹤0.01%
2,580
-1,435
1488
$44K ﹤0.01%
471
-450
1489
$44K ﹤0.01%
+2,011
1490
$44K ﹤0.01%
1,173
-1,358
1491
$44K ﹤0.01%
+150
1492
$44K ﹤0.01%
1,115
-499
1493
$44K ﹤0.01%
730
-1,200
1494
$44K ﹤0.01%
222
-720
1495
$44K ﹤0.01%
385
-13
1496
$43K ﹤0.01%
1,190
+758
1497
$43K ﹤0.01%
1,460
+293
1498
$43K ﹤0.01%
418
1499
$43K ﹤0.01%
1,834
+950
1500
$43K ﹤0.01%
818
+26
58 59
60
61 62