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
2201
$7K ﹤0.01%
+300
2202
$7K ﹤0.01%
120
+15
2203
$7K ﹤0.01%
85
2204
$7K ﹤0.01%
341
2205
$7K ﹤0.01%
312
-5,484
2206
$7K ﹤0.01%
+800
2207
$7K ﹤0.01%
38
2208
$7K ﹤0.01%
132
-564
2209
$7K ﹤0.01%
106
2210
$7K ﹤0.01%
+1,750
2211
$7K ﹤0.01%
+95
2212
$7K ﹤0.01%
1,750
2213
$7K ﹤0.01%
50
2214
$7K ﹤0.01%
115
+60
2215
$7K ﹤0.01%
3
2216
$7K ﹤0.01%
+202
2217
$7K ﹤0.01%
200
2218
$7K ﹤0.01%
1,000
2219
$7K ﹤0.01%
125
2220
$7K ﹤0.01%
105
-200
2221
$7K ﹤0.01%
16
2222
$7K ﹤0.01%
200
2223
$6K ﹤0.01%
93
+71
2224
$6K ﹤0.01%
102
-500
2225
$6K ﹤0.01%
22
-6
87 88
89
90 91