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
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$7.55M
3
+$7.49M
4
DMRL
DeltaShares S&P 500 Managed Risk ETF
DMRL
+$7.34M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$6.94M

Top Sells

1
+$48.5M
2
+$30.8M
3
+$22.4M
4
MSFT icon
Microsoft
MSFT
+$19.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.2M

Sector Composition

1 Technology 6.2%
2 Financials 4.53%
3 Consumer Discretionary 4.33%
4 Communication Services 3.24%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$53K 0.01%
559
-238
927
$53K 0.01%
500
+350
928
$53K 0.01%
+3,027
929
$53K 0.01%
1,490
-1,494
930
$53K 0.01%
+3,500
931
$52K 0.01%
+1,050
932
$52K 0.01%
1,799
+1,687
933
$52K 0.01%
1,259
-1,302
934
$52K 0.01%
8,127
-10,400
935
$52K 0.01%
1,421
-11,077
936
$52K 0.01%
1,782
+1,594
937
$52K 0.01%
9,100
+5,990
938
$52K 0.01%
2,322
-788
939
$52K 0.01%
856
+726
940
$52K 0.01%
+2,059
941
$51K 0.01%
874
-8,868
942
$51K 0.01%
2,385
+2,376
943
$51K 0.01%
2,565
-1,241
944
$51K 0.01%
+3,929
945
$51K 0.01%
+1,623
946
$51K 0.01%
365
+76
947
$51K 0.01%
2,153
-5,768
948
$51K 0.01%
1,677
-60,416
949
$51K 0.01%
1,395
-1,181
950
$51K 0.01%
499
+461
36 37
38
39 40