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
1701
$26K ﹤0.01%
800
1702
$26K ﹤0.01%
1,275
-100
1703
$26K ﹤0.01%
170
1704
$26K ﹤0.01%
1,300
1705
$26K ﹤0.01%
108
+91
1706
$26K ﹤0.01%
776
+46
1707
$26K ﹤0.01%
262
+1
1708
$26K ﹤0.01%
294
1709
$25K ﹤0.01%
41
1710
$25K ﹤0.01%
1,446
+1,350
1711
$25K ﹤0.01%
52
-2
1712
$25K ﹤0.01%
290
+223
1713
$25K ﹤0.01%
822
+133
1714
$25K ﹤0.01%
401
-90
1715
$25K ﹤0.01%
130
-181
1716
$25K ﹤0.01%
+365
1717
$25K ﹤0.01%
+935
1718
$25K ﹤0.01%
324
+146
1719
$25K ﹤0.01%
615
-705
1720
$25K ﹤0.01%
88
-2
1721
$25K ﹤0.01%
321
-69
1722
$25K ﹤0.01%
1,099
+331
1723
$25K ﹤0.01%
616
-118
1724
$25K ﹤0.01%
1,016
1725
$25K ﹤0.01%
1,000
-55
67 68
69
70 71