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
1576
$36K ﹤0.01%
773
+755
1577
$35K ﹤0.01%
1,000
+440
1578
$35K ﹤0.01%
1,878
1579
$35K ﹤0.01%
1,108
+250
1580
$35K ﹤0.01%
1,671
-308
1581
$35K ﹤0.01%
968
-500
1582
$35K ﹤0.01%
495
+439
1583
$35K ﹤0.01%
2,278
+2,000
1584
$35K ﹤0.01%
1,024
+38
1585
$35K ﹤0.01%
1,037
+398
1586
$35K ﹤0.01%
372
-102
1587
$35K ﹤0.01%
1,080
+621
1588
$35K ﹤0.01%
1,328
+236
1589
$35K ﹤0.01%
4,173
1590
$35K ﹤0.01%
+2,021
1591
$35K ﹤0.01%
930
1592
$35K ﹤0.01%
1,535
+48
1593
$34K ﹤0.01%
713
1594
$34K ﹤0.01%
+480
1595
$34K ﹤0.01%
324
-1,159
1596
$34K ﹤0.01%
1,000
1597
$34K ﹤0.01%
401
+131
1598
$34K ﹤0.01%
950
-100
1599
$34K ﹤0.01%
130
+80
1600
$34K ﹤0.01%
571
62 63
64
65 66