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
2101
$9K ﹤0.01%
238
2102
$9K ﹤0.01%
120
2103
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206
2104
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120
2105
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110
+60
2106
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1,394
-592
2107
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+105
2108
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329
2109
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64
-45
2110
$9K ﹤0.01%
107
-179
2111
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883
+100
2112
$9K ﹤0.01%
+235
2113
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+150
2114
$9K ﹤0.01%
287
2115
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200
2116
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276
+2
2117
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+3
2118
$9K ﹤0.01%
800
2119
$9K ﹤0.01%
150
2120
$9K ﹤0.01%
+199
2121
$9K ﹤0.01%
+400
2122
$9K ﹤0.01%
3,077
2123
$9K ﹤0.01%
66
2124
$9K ﹤0.01%
552
2125
$9K ﹤0.01%
262
+162
83 84
85
86 87