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
1651
$30K ﹤0.01%
500
1652
$30K ﹤0.01%
166
+4
1653
$30K ﹤0.01%
379
1654
$29K ﹤0.01%
651
+501
1655
$29K ﹤0.01%
742
+10
1656
$29K ﹤0.01%
+710
1657
$29K ﹤0.01%
1,208
-276
1658
$29K ﹤0.01%
+1,108
1659
$29K ﹤0.01%
645
1660
$29K ﹤0.01%
351
-150
1661
$29K ﹤0.01%
312
-113
1662
$29K ﹤0.01%
24
+3
1663
$29K ﹤0.01%
+500
1664
$29K ﹤0.01%
741
1665
$29K ﹤0.01%
584
+27
1666
$29K ﹤0.01%
1,604
+1,000
1667
$29K ﹤0.01%
+800
1668
$29K ﹤0.01%
1,000
-875
1669
$28K ﹤0.01%
2,778
1670
$28K ﹤0.01%
190
1671
$28K ﹤0.01%
858
+195
1672
$28K ﹤0.01%
512
+320
1673
$28K ﹤0.01%
710
1674
$28K ﹤0.01%
+2,000
1675
$28K ﹤0.01%
+501
65 66
67
68 69