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
1626
$31K ﹤0.01%
1,568
1627
$31K ﹤0.01%
416
1628
$31K ﹤0.01%
148
+13
1629
$31K ﹤0.01%
354
+52
1630
$31K ﹤0.01%
1,206
-680
1631
$31K ﹤0.01%
550
+15
1632
$31K ﹤0.01%
6,966
+1,059
1633
$31K ﹤0.01%
121
+2
1634
$31K ﹤0.01%
104
+4
1635
$31K ﹤0.01%
208
+3
1636
$31K ﹤0.01%
470
+30
1637
$30K ﹤0.01%
375
1638
$30K ﹤0.01%
51
+1
1639
$30K ﹤0.01%
+1,475
1640
$30K ﹤0.01%
335
+18
1641
$30K ﹤0.01%
955
+295
1642
$30K ﹤0.01%
+380
1643
$30K ﹤0.01%
700
-1,532
1644
$30K ﹤0.01%
828
1645
$30K ﹤0.01%
924
1646
$30K ﹤0.01%
1,225
+225
1647
$30K ﹤0.01%
89
+7
1648
$30K ﹤0.01%
1,340
-419
1649
$30K ﹤0.01%
575
1650
$30K ﹤0.01%
1,500
64 65
66
67 68