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
1901
$16K ﹤0.01%
267
+1
1902
$16K ﹤0.01%
262
+58
1903
$16K ﹤0.01%
259
-250
1904
$16K ﹤0.01%
1,198
1905
$16K ﹤0.01%
654
+237
1906
$16K ﹤0.01%
350
1907
$16K ﹤0.01%
217
1908
$16K ﹤0.01%
400
1909
$16K ﹤0.01%
+230
1910
$16K ﹤0.01%
+65
1911
$16K ﹤0.01%
802
-2,348
1912
$16K ﹤0.01%
1,250
-555
1913
$16K ﹤0.01%
337
-136
1914
$16K ﹤0.01%
73,618
+17,559
1915
$16K ﹤0.01%
1,050
1916
$16K ﹤0.01%
1,726
1917
$16K ﹤0.01%
223
-1
1918
$16K ﹤0.01%
750
1919
$16K ﹤0.01%
+500
1920
$16K ﹤0.01%
1,014
+200
1921
$16K ﹤0.01%
351
-558
1922
$16K ﹤0.01%
384
-54
1923
$16K ﹤0.01%
266
1924
$15K ﹤0.01%
+706
1925
$15K ﹤0.01%
750
75 76
77
78 79