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
201
$2.35M 0.05%
64,118
+18,549
202
$2.34M 0.05%
87,193
+9,262
203
$2.34M 0.05%
45,846
-17,151
204
$2.31M 0.05%
43,356
+2,835
205
$2.3M 0.05%
45,911
+3
206
$2.29M 0.05%
70,664
-3,206
207
$2.28M 0.05%
46,383
+7,356
208
$2.27M 0.05%
17,078
+1,270
209
$2.21M 0.05%
41,306
+10,292
210
$2.2M 0.05%
78,619
+7,443
211
$2.19M 0.05%
46,460
-18,460
212
$2.18M 0.05%
46,975
-17
213
$2.17M 0.04%
12,375
-11,324
214
$2.17M 0.04%
9,121
+385
215
$2.15M 0.04%
25,099
+5,464
216
$2.14M 0.04%
44,640
+28,463
217
$2.13M 0.04%
7,132
+46
218
$2.11M 0.04%
115,653
+3,781
219
$2.09M 0.04%
17,706
+1,621
220
$2.06M 0.04%
92,700
-2,819
221
$2.05M 0.04%
55,816
+44,422
222
$2.03M 0.04%
19,186
-1,300
223
$2.02M 0.04%
34,096
+94
224
$2.01M 0.04%
18,874
+16,837
225
$2M 0.04%
23,118
+1,076
7 8
9
10 11