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
1951
$14K ﹤0.01%
334
1952
$14K ﹤0.01%
240
+104
1953
$14K ﹤0.01%
308
-2,861
1954
$14K ﹤0.01%
5,000
1955
$14K ﹤0.01%
320
+5
1956
$14K ﹤0.01%
527
1957
$14K ﹤0.01%
221
1958
$14K ﹤0.01%
3,045
+200
1959
$14K ﹤0.01%
413
1960
$14K ﹤0.01%
270
1961
$14K ﹤0.01%
103
-7
1962
$14K ﹤0.01%
318
+123
1963
$14K ﹤0.01%
485
1964
$14K ﹤0.01%
771
-772
1965
$14K ﹤0.01%
131
-18
1966
$14K ﹤0.01%
27
+20
1967
$14K ﹤0.01%
+3,000
1968
$14K ﹤0.01%
1,000
1969
$14K ﹤0.01%
337
1970
$14K ﹤0.01%
1,600
1971
$14K ﹤0.01%
11,000
1972
$14K ﹤0.01%
100
1973
– –
0
1974
$13K ﹤0.01%
795
1975
$13K ﹤0.01%
+409
77 78
79
80 81