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
1601
$33K ﹤0.01%
134
-17
1602
$33K ﹤0.01%
678
+200
1603
$33K ﹤0.01%
426
+277
1604
$33K ﹤0.01%
670
+257
1605
$33K ﹤0.01%
169
1606
$33K ﹤0.01%
335
1607
$33K ﹤0.01%
724
-140
1608
$33K ﹤0.01%
943
+3
1609
$33K ﹤0.01%
933
+3
1610
$33K ﹤0.01%
1,529
-42
1611
$33K ﹤0.01%
1,238
+1
1612
$33K ﹤0.01%
561
+411
1613
$33K ﹤0.01%
177
+130
1614
$33K ﹤0.01%
234
1615
$32K ﹤0.01%
4,469
1616
$32K ﹤0.01%
158
-95
1617
$32K ﹤0.01%
1,000
1618
$32K ﹤0.01%
+864
1619
$32K ﹤0.01%
462
1620
$32K ﹤0.01%
204
-39
1621
$32K ﹤0.01%
861
1622
$32K ﹤0.01%
165
-674
1623
$31K ﹤0.01%
436
+320
1624
$31K ﹤0.01%
1,301
+13
1625
$31K ﹤0.01%
+1,000
63 64
65
66 67