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
1876
$17K ﹤0.01%
1,124
1877
$17K ﹤0.01%
212
-205
1878
$17K ﹤0.01%
530
1879
$17K ﹤0.01%
350
1880
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544
1881
$17K ﹤0.01%
1,150
+530
1882
$17K ﹤0.01%
210
1883
$17K ﹤0.01%
1,004
-1,125
1884
$17K ﹤0.01%
1,414
1885
$17K ﹤0.01%
114
+68
1886
$17K ﹤0.01%
201
+1
1887
$17K ﹤0.01%
213
1888
$17K ﹤0.01%
200
1889
$17K ﹤0.01%
75
1890
$17K ﹤0.01%
706
+227
1891
$17K ﹤0.01%
310
+248
1892
$17K ﹤0.01%
300
1893
$17K ﹤0.01%
470
1894
$17K ﹤0.01%
402
-740
1895
$17K ﹤0.01%
166
-16
1896
$16K ﹤0.01%
473
1897
$16K ﹤0.01%
450
+112
1898
$16K ﹤0.01%
1,659
+9
1899
$16K ﹤0.01%
136
+103
1900
$16K ﹤0.01%
496
74 75
76
77 78