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
1551
$37K ﹤0.01%
181
+117
1552
$37K ﹤0.01%
383
+207
1553
$37K ﹤0.01%
680
+100
1554
$37K ﹤0.01%
370
1555
$37K ﹤0.01%
720
1556
$37K ﹤0.01%
118
+21
1557
$37K ﹤0.01%
+1,140
1558
$37K ﹤0.01%
1,851
1559
$37K ﹤0.01%
+400
1560
$37K ﹤0.01%
2,848
1561
$37K ﹤0.01%
+7,000
1562
$37K ﹤0.01%
500
1563
$36K ﹤0.01%
186
-256
1564
$36K ﹤0.01%
1,624
-1,872
1565
$36K ﹤0.01%
706
-47
1566
$36K ﹤0.01%
+1,390
1567
$36K ﹤0.01%
465
+376
1568
$36K ﹤0.01%
860
+537
1569
$36K ﹤0.01%
375
+22
1570
$36K ﹤0.01%
789
+131
1571
$36K ﹤0.01%
390
1572
$36K ﹤0.01%
726
-87
1573
$36K ﹤0.01%
396
-237
1574
$36K ﹤0.01%
660
+60
1575
$36K ﹤0.01%
223
+158
61 62
63
64 65