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
2176
$7K ﹤0.01%
86
-38
2177
$7K ﹤0.01%
110
2178
$7K ﹤0.01%
238
-110
2179
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124
2180
$7K ﹤0.01%
483
-500
2181
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44
-2
2182
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80
+4
2183
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210
2184
$7K ﹤0.01%
176
-889
2185
$7K ﹤0.01%
237
-569
2186
$7K ﹤0.01%
68
2187
$7K ﹤0.01%
112
2188
$7K ﹤0.01%
300
2189
$7K ﹤0.01%
281
-79,633
2190
$7K ﹤0.01%
500
2191
$7K ﹤0.01%
375
2192
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500
2193
$7K ﹤0.01%
567
-5,201
2194
$7K ﹤0.01%
112
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2195
$7K ﹤0.01%
253
2196
$7K ﹤0.01%
90
2197
$7K ﹤0.01%
179
+142
2198
$7K ﹤0.01%
1,600
2199
$7K ﹤0.01%
57
2200
$7K ﹤0.01%
36
86 87
88
89 90