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
2426
$3K ﹤0.01%
62
-1
2427
$3K ﹤0.01%
36
2428
$3K ﹤0.01%
181
-432
2429
$3K ﹤0.01%
555
2430
$3K ﹤0.01%
279
2431
$3K ﹤0.01%
40
2432
$3K ﹤0.01%
57
-33
2433
$3K ﹤0.01%
47
+3
2434
$3K ﹤0.01%
29
2435
$3K ﹤0.01%
53
+14
2436
$3K ﹤0.01%
19
2437
$3K ﹤0.01%
65
2438
$3K ﹤0.01%
60
2439
$3K ﹤0.01%
4
2440
$3K ﹤0.01%
+50
2441
$3K ﹤0.01%
71
2442
$3K ﹤0.01%
56
2443
$3K ﹤0.01%
101
+96
2444
$3K ﹤0.01%
63
2445
$3K ﹤0.01%
53
2446
$3K ﹤0.01%
81
2447
$3K ﹤0.01%
22
2448
$3K ﹤0.01%
184
-787
2449
$3K ﹤0.01%
100
2450
$3K ﹤0.01%
184
96 97
98
99 100