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
2076
$10K ﹤0.01%
27
2077
$10K ﹤0.01%
119
+62
2078
$10K ﹤0.01%
+364
2079
$10K ﹤0.01%
1,231
2080
$10K ﹤0.01%
187
2081
$10K ﹤0.01%
326
2082
$10K ﹤0.01%
125
+3
2083
$10K ﹤0.01%
300
-130
2084
$10K ﹤0.01%
+1,000
2085
$10K ﹤0.01%
200,000
2086
$10K ﹤0.01%
80
2087
$10K ﹤0.01%
67
2088
$9K ﹤0.01%
24
2089
$9K ﹤0.01%
237
2090
$9K ﹤0.01%
+90
2091
$9K ﹤0.01%
255
-3,332
2092
$9K ﹤0.01%
650
+100
2093
$9K ﹤0.01%
51
+1
2094
$9K ﹤0.01%
100
-25
2095
$9K ﹤0.01%
80
2096
$9K ﹤0.01%
414
-1,662
2097
$9K ﹤0.01%
230
2098
$9K ﹤0.01%
600
2099
$9K ﹤0.01%
8,000
2100
$9K ﹤0.01%
199
-142
82 83
84
85 86