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
2001
$12K ﹤0.01%
168
-78
2002
$12K ﹤0.01%
1,070
-300
2003
$12K ﹤0.01%
527
2004
$12K ﹤0.01%
1,463
+540
2005
$12K ﹤0.01%
1,168
-159
2006
$12K ﹤0.01%
361
+45
2007
$12K ﹤0.01%
326
2008
$12K ﹤0.01%
675
+4
2009
$12K ﹤0.01%
440
-4,172
2010
$12K ﹤0.01%
500
2011
$12K ﹤0.01%
239
-728
2012
$12K ﹤0.01%
44
-9
2013
$12K ﹤0.01%
5,400
+1,482
2014
$12K ﹤0.01%
324
-886
2015
$12K ﹤0.01%
225
+14
2016
$12K ﹤0.01%
532
+179
2017
$12K ﹤0.01%
600
2018
$12K ﹤0.01%
2,965
2019
$12K ﹤0.01%
61,196
-1,641
2020
$12K ﹤0.01%
143
+40
2021
$12K ﹤0.01%
+447
2022
$12K ﹤0.01%
359
2023
$12K ﹤0.01%
200
-265
2024
$12K ﹤0.01%
220
-200
2025
$12K ﹤0.01%
206
+185
79 80
81
82 83