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
1751
$23K ﹤0.01%
173
+24
1752
$23K ﹤0.01%
500
-415
1753
$23K ﹤0.01%
525
-771
1754
$23K ﹤0.01%
238
+63
1755
$23K ﹤0.01%
656
+244
1756
$23K ﹤0.01%
100
1757
$23K ﹤0.01%
539
+32
1758
$23K ﹤0.01%
2
1759
$23K ﹤0.01%
491
+41
1760
$23K ﹤0.01%
575
1761
$23K ﹤0.01%
1,225
+152
1762
$23K ﹤0.01%
573
-138
1763
$23K ﹤0.01%
1,318
+61
1764
$23K ﹤0.01%
+1,000
1765
$23K ﹤0.01%
4,000
1766
$23K ﹤0.01%
+1,401
1767
$23K ﹤0.01%
121
-28
1768
$22K ﹤0.01%
5,870
-99
1769
$22K ﹤0.01%
897
1770
$22K ﹤0.01%
410
1771
$22K ﹤0.01%
212
1772
$22K ﹤0.01%
400
1773
$22K ﹤0.01%
445
-627
1774
$22K ﹤0.01%
+585
1775
$22K ﹤0.01%
490
69 70
71
72 73