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
2326
$5K ﹤0.01%
93
2327
$5K ﹤0.01%
126
2328
$5K ﹤0.01%
500
+300
2329
$5K ﹤0.01%
+63
2330
– –
0
2331
$5K ﹤0.01%
143
2332
$5K ﹤0.01%
316
+3
2333
$5K ﹤0.01%
2,200
2334
$5K ﹤0.01%
200
-2,375
2335
$5K ﹤0.01%
99
2336
$5K ﹤0.01%
200
2337
$5K ﹤0.01%
491
2338
$5K ﹤0.01%
37
2339
$5K ﹤0.01%
121
+83
2340
$5K ﹤0.01%
52
2341
$5K ﹤0.01%
100
2342
$5K ﹤0.01%
+28
2343
$5K ﹤0.01%
66
-1,128
2344
$5K ﹤0.01%
1,000
2345
$4K ﹤0.01%
152
-148
2346
$4K ﹤0.01%
250
-36,876
2347
$4K ﹤0.01%
+73
2348
$4K ﹤0.01%
45
-1,808
2349
$4K ﹤0.01%
75
2350
$4K ﹤0.01%
38
92 93
94
95 96