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
1501
$42K ﹤0.01%
265
+5
1502
$42K ﹤0.01%
547
+500
1503
$42K ﹤0.01%
714
+330
1504
$42K ﹤0.01%
1,204
-77
1505
$42K ﹤0.01%
1,375
-328
1506
$42K ﹤0.01%
574
-461
1507
$42K ﹤0.01%
810
+710
1508
$42K ﹤0.01%
1,000
+800
1509
$42K ﹤0.01%
747
-62
1510
$41K ﹤0.01%
301
-341
1511
$41K ﹤0.01%
820
+755
1512
$41K ﹤0.01%
2,271
+2,091
1513
$41K ﹤0.01%
1,220
1514
$41K ﹤0.01%
131
1515
$41K ﹤0.01%
400
1516
$41K ﹤0.01%
+175
1517
$41K ﹤0.01%
1,240
+133
1518
$41K ﹤0.01%
1,050
+330
1519
$41K ﹤0.01%
574
+353
1520
$40K ﹤0.01%
311
+50
1521
$40K ﹤0.01%
1,011
+916
1522
$40K ﹤0.01%
965
-526
1523
$40K ﹤0.01%
1,156
+677
1524
$40K ﹤0.01%
414
-355
1525
$40K ﹤0.01%
8,500
59 60
61
62 63