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
1726
$25K ﹤0.01%
332
+233
1727
$25K ﹤0.01%
700
-50
1728
$25K ﹤0.01%
487
+131
1729
$25K ﹤0.01%
+426
1730
$25K ﹤0.01%
3,465
1731
$25K ﹤0.01%
2,257
-100
1732
$24K ﹤0.01%
136
+36
1733
$24K ﹤0.01%
957
+21
1734
$24K ﹤0.01%
98
1735
$24K ﹤0.01%
1,132
1736
$24K ﹤0.01%
292
+83
1737
$24K ﹤0.01%
500
-900
1738
$24K ﹤0.01%
310
+100
1739
$24K ﹤0.01%
1,500
+400
1740
$24K ﹤0.01%
585
-225
1741
$24K ﹤0.01%
+772
1742
$24K ﹤0.01%
720
1743
$24K ﹤0.01%
1,000
-15
1744
$23K ﹤0.01%
599
+66
1745
$23K ﹤0.01%
387
-2
1746
$23K ﹤0.01%
318
+287
1747
$23K ﹤0.01%
120
1748
$23K ﹤0.01%
94
+63
1749
$23K ﹤0.01%
1,850
1750
$23K ﹤0.01%
855
68 69
70
71 72