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
1676
$28K ﹤0.01%
5,248
+1
1677
$28K ﹤0.01%
624
+345
1678
$28K ﹤0.01%
159
1679
$28K ﹤0.01%
+2,000
1680
$28K ﹤0.01%
482
1681
$27K ﹤0.01%
+350
1682
$27K ﹤0.01%
343
1683
$27K ﹤0.01%
+685
1684
$27K ﹤0.01%
1,000
-1,117
1685
$27K ﹤0.01%
324
+290
1686
$27K ﹤0.01%
700
+300
1687
$27K ﹤0.01%
2,260
1688
$27K ﹤0.01%
1,031
1689
$27K ﹤0.01%
159
+20
1690
$27K ﹤0.01%
591
-75
1691
$27K ﹤0.01%
313
+135
1692
$27K ﹤0.01%
1,250
-7,450
1693
$27K ﹤0.01%
903
1694
$26K ﹤0.01%
436
1695
$26K ﹤0.01%
597
-2,725
1696
$26K ﹤0.01%
137
+4
1697
$26K ﹤0.01%
161
+14
1698
$26K ﹤0.01%
1,100
1699
$26K ﹤0.01%
1,000
1700
$26K ﹤0.01%
425
66 67
68
69 70