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
1826
$19K ﹤0.01%
591
+402
1827
$19K ﹤0.01%
900
1828
$19K ﹤0.01%
1,038
-50
1829
$19K ﹤0.01%
286
+137
1830
$19K ﹤0.01%
192
1831
$19K ﹤0.01%
1,369
+269
1832
$19K ﹤0.01%
381
1833
$19K ﹤0.01%
372
+369
1834
$19K ﹤0.01%
382
+366
1835
$19K ﹤0.01%
53
-73
1836
$19K ﹤0.01%
210
1837
$19K ﹤0.01%
668
+8
1838
$19K ﹤0.01%
1,720
1839
$19K ﹤0.01%
1,442
1840
$19K ﹤0.01%
1,000
1841
$19K ﹤0.01%
757
+434
1842
$19K ﹤0.01%
+280
1843
$19K ﹤0.01%
1,000
1844
$19K ﹤0.01%
850
+200
1845
$19K ﹤0.01%
+211
1846
$18K ﹤0.01%
+607
1847
$18K ﹤0.01%
514
+97
1848
$18K ﹤0.01%
2,109
1849
$18K ﹤0.01%
139
1850
$18K ﹤0.01%
+455
72 73
74
75 76