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
1976
$13K ﹤0.01%
500
1977
$13K ﹤0.01%
265
1978
$13K ﹤0.01%
+690
1979
$13K ﹤0.01%
242
1980
$13K ﹤0.01%
400
1981
$13K ﹤0.01%
250
-1,000
1982
$13K ﹤0.01%
+400
1983
$13K ﹤0.01%
300
1984
$13K ﹤0.01%
270
1985
$13K ﹤0.01%
307
+153
1986
$13K ﹤0.01%
210
+3
1987
$13K ﹤0.01%
300
+167
1988
$13K ﹤0.01%
227
1989
$13K ﹤0.01%
200
-20
1990
$13K ﹤0.01%
225
+125
1991
$13K ﹤0.01%
100
1992
$13K ﹤0.01%
358
-2,152
1993
$13K ﹤0.01%
+14
1994
$13K ﹤0.01%
750
1995
$12K ﹤0.01%
154
1996
$12K ﹤0.01%
6
-1
1997
$12K ﹤0.01%
394
+19
1998
$12K ﹤0.01%
8,500
1999
$12K ﹤0.01%
+123
2000
$12K ﹤0.01%
109
78 79
80
81 82