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
2376
$4K ﹤0.01%
60
2377
$4K ﹤0.01%
22
+18
2378
$4K ﹤0.01%
210
+103
2379
$4K ﹤0.01%
+133
2380
$4K ﹤0.01%
555
-575
2381
$4K ﹤0.01%
40
-2,755
2382
$4K ﹤0.01%
215
+21
2383
$4K ﹤0.01%
101
2384
$4K ﹤0.01%
600
2385
$4K ﹤0.01%
91
+79
2386
$4K ﹤0.01%
136
+133
2387
$4K ﹤0.01%
+75
2388
$4K ﹤0.01%
43
-706
2389
$4K ﹤0.01%
45
2390
$4K ﹤0.01%
91
+2
2391
$4K ﹤0.01%
76
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2392
$4K ﹤0.01%
+74
2393
$4K ﹤0.01%
+10
2394
$4K ﹤0.01%
115
-45
2395
$4K ﹤0.01%
58
-74
2396
$4K ﹤0.01%
16
2397
$4K ﹤0.01%
157
-1,356
2398
$4K ﹤0.01%
124
2399
$4K ﹤0.01%
48
-221
2400
$4K ﹤0.01%
210
-1,000
94 95
96
97 98