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
2051
$10K ﹤0.01%
100
-183
2052
$10K ﹤0.01%
468
+52
2053
$10K ﹤0.01%
31
2054
$10K ﹤0.01%
79
+5
2055
$10K ﹤0.01%
75
2056
$10K ﹤0.01%
270
2057
$10K ﹤0.01%
187
2058
$10K ﹤0.01%
130
2059
$10K ﹤0.01%
200
2060
$10K ﹤0.01%
145
-450
2061
$10K ﹤0.01%
355
2062
$10K ﹤0.01%
552
+402
2063
$10K ﹤0.01%
200
2064
$10K ﹤0.01%
144
2065
$10K ﹤0.01%
53
2066
$10K ﹤0.01%
38
+1
2067
$10K ﹤0.01%
161
-31
2068
$10K ﹤0.01%
2
-30
2069
$10K ﹤0.01%
+213
2070
$10K ﹤0.01%
+375
2071
$10K ﹤0.01%
+189
2072
$10K ﹤0.01%
80
2073
$10K ﹤0.01%
182
+11
2074
$10K ﹤0.01%
227
2075
$10K ﹤0.01%
327
81 82
83
84 85