IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
9,667
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
1
$54.8M 1.13%
400,048
-5,437
2
$43.5M 0.9%
101,639
-2,081
3
$35.2M 0.73%
99,431
-21,719
4
$34.3M 0.71%
149,380
+14,435
5
$24.4M 0.5%
309,448
-15,478
6
$24.3M 0.5%
141,600
-660
7
$21.7M 0.45%
80,201
+3,018
8
$20.7M 0.43%
561,884
+210,502
9
$19.9M 0.41%
163,400
+1,340
10
$19.6M 0.41%
49,741
+2,399
11
$15.8M 0.33%
325,479
+18,588
12
$15.5M 0.32%
104,702
+3,241
13
$15.1M 0.31%
299,732
+64,277
14
$15M 0.31%
206,643
-3,072
15
$14.7M 0.3%
533,220
+58,016
16
$14.6M 0.3%
580,239
+212,175
17
$14.4M 0.3%
81,605
+2,913
18
$14.1M 0.29%
596,356
+368,234
19
$13.7M 0.28%
102,262
-25,606
20
$13.6M 0.28%
49,008
+1,522
21
$13.6M 0.28%
90,207
+13,672
22
$13M 0.27%
98,244
+7,122
23
$12.7M 0.26%
64,562
+91
24
$12.6M 0.26%
481,572
+20,307
25
$12.4M 0.26%
28,919
+2,172
1
2 3 4 5