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
1801
$20K ﹤0.01%
391
-225
1802
$20K ﹤0.01%
1,145
+684
1803
$20K ﹤0.01%
+860
1804
$20K ﹤0.01%
+245
1805
$20K ﹤0.01%
298
-48
1806
$20K ﹤0.01%
1,000
+300
1807
$20K ﹤0.01%
500
1808
$20K ﹤0.01%
300
1809
$20K ﹤0.01%
6,277
1810
$20K ﹤0.01%
180
+36
1811
$20K ﹤0.01%
2,227
-2,372
1812
$20K ﹤0.01%
251
+57
1813
$20K ﹤0.01%
+414
1814
$20K ﹤0.01%
+200
1815
$20K ﹤0.01%
454
1816
$20K ﹤0.01%
900
+240
1817
$20K ﹤0.01%
596
-237
1818
$20K ﹤0.01%
1,517
+656
1819
$20K ﹤0.01%
85
-5
1820
$20K ﹤0.01%
160
1821
$20K ﹤0.01%
1,340
1822
$20K ﹤0.01%
+1,500
1823
$20K ﹤0.01%
135
-208
1824
$20K ﹤0.01%
+3,175
1825
$19K ﹤0.01%
205
+80
71 72
73
74 75