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
2276
$6K ﹤0.01%
307
2277
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428
2278
$5K ﹤0.01%
48
2279
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2280
– –
0
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2282
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2283
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780
2284
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2285
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43
2286
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312
-71
2287
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115
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7
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2291
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+200
2292
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+5
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102
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2297
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116
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$5K ﹤0.01%
133
+66
2299
$5K ﹤0.01%
37
2300
$5K ﹤0.01%
250
90 91
92
93 94