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
2301
$5K ﹤0.01%
+500
2302
$5K ﹤0.01%
28
-11
2303
$5K ﹤0.01%
233
2304
$5K ﹤0.01%
53
-7
2305
$5K ﹤0.01%
453
2306
$5K ﹤0.01%
395
2307
$5K ﹤0.01%
129
+33
2308
$5K ﹤0.01%
155
2309
$5K ﹤0.01%
36
+2
2310
$5K ﹤0.01%
+94
2311
$5K ﹤0.01%
+17
2312
$5K ﹤0.01%
100
2313
$5K ﹤0.01%
19
2314
$5K ﹤0.01%
90
2315
$5K ﹤0.01%
+150
2316
$5K ﹤0.01%
87
2317
$5K ﹤0.01%
242
2318
$5K ﹤0.01%
+145
2319
$5K ﹤0.01%
80
2320
$5K ﹤0.01%
65
2321
$5K ﹤0.01%
200
2322
$5K ﹤0.01%
250
2323
$5K ﹤0.01%
100
2324
$5K ﹤0.01%
250
2325
$5K ﹤0.01%
104
91 92
93
94 95