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
1526
$40K ﹤0.01%
1,222
-3,447
1527
$40K ﹤0.01%
1,400
+1,000
1528
$40K ﹤0.01%
112
-338
1529
$40K ﹤0.01%
+1,506
1530
$40K ﹤0.01%
193
-300
1531
$40K ﹤0.01%
+2,509
1532
$39K ﹤0.01%
183
-12
1533
$39K ﹤0.01%
617
-11
1534
$39K ﹤0.01%
925
+35
1535
$39K ﹤0.01%
304
+4
1536
$39K ﹤0.01%
356
+90
1537
$39K ﹤0.01%
256
+2
1538
$39K ﹤0.01%
556
+349
1539
$39K ﹤0.01%
1,323
-551
1540
$39K ﹤0.01%
147
-67
1541
$38K ﹤0.01%
705
1542
$38K ﹤0.01%
626
+376
1543
$38K ﹤0.01%
214
-24
1544
$38K ﹤0.01%
775
+1
1545
$38K ﹤0.01%
646
-14
1546
$38K ﹤0.01%
433
-11
1547
$38K ﹤0.01%
957
+808
1548
$38K ﹤0.01%
1,720
+500
1549
$38K ﹤0.01%
453
+32
1550
$38K ﹤0.01%
1,016
-14,171
60 61
62
63 64