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
1926
$15K ﹤0.01%
375
+250
1927
$15K ﹤0.01%
174
-2,339
1928
$15K ﹤0.01%
300
1929
$15K ﹤0.01%
475
1930
$15K ﹤0.01%
750
1931
$15K ﹤0.01%
950
1932
$15K ﹤0.01%
390
-6,416
1933
$15K ﹤0.01%
547
-115
1934
$15K ﹤0.01%
1,900
1935
$15K ﹤0.01%
2,874
-18
1936
$15K ﹤0.01%
206
+110
1937
$15K ﹤0.01%
500
1938
$15K ﹤0.01%
4,216
1939
$15K ﹤0.01%
375
-510
1940
$15K ﹤0.01%
621
+12
1941
$15K ﹤0.01%
598
-152
1942
$14K ﹤0.01%
945
1943
$14K ﹤0.01%
203
+37
1944
$14K ﹤0.01%
500
1945
$14K ﹤0.01%
+238
1946
$14K ﹤0.01%
112
+93
1947
$14K ﹤0.01%
378
1948
$14K ﹤0.01%
+869
1949
$14K ﹤0.01%
152
1950
$14K ﹤0.01%
350
+176
76 77
78
79 80