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
176
$2.79M 0.06%
69,514
+25,421
177
$2.79M 0.06%
44,179
+1,058
178
$2.77M 0.06%
29,023
+1,055
179
$2.76M 0.06%
107,895
+18,464
180
$2.76M 0.06%
14,085
-299
181
$2.74M 0.06%
12,497
-288
182
$2.73M 0.06%
27,660
+2,211
183
$2.72M 0.06%
19,001
+127
184
$2.68M 0.06%
98,192
+27,590
185
$2.67M 0.06%
82,319
+68,670
186
$2.65M 0.05%
95,606
+88,316
187
$2.65M 0.05%
19,601
+18,911
188
$2.63M 0.05%
24,365
+3,179
189
$2.6M 0.05%
22,327
-81
190
$2.59M 0.05%
9,513
+414
191
$2.56M 0.05%
28,181
+1,089
192
$2.55M 0.05%
17,251
-3,932
193
$2.51M 0.05%
12,952
+1,672
194
$2.49M 0.05%
93,580
+8,396
195
$2.47M 0.05%
57,688
+2,819
196
$2.46M 0.05%
52,144
+20,526
197
$2.45M 0.05%
36,297
-2,113
198
$2.44M 0.05%
10,788
+150
199
$2.42M 0.05%
10,742
+52
200
$2.38M 0.05%
6,272
-1,172
6 7
8
9 10