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
1026
$41K 0.01%
1,417
-44,849
1027
$41K 0.01%
184
-379
1028
$41K 0.01%
713
-11,571
1029
$41K 0.01%
1,515
-3,748
1030
$41K 0.01%
+1,600
1031
$41K 0.01%
49,015
+15
1032
$40K 0.01%
1,120
-9,792
1033
$40K 0.01%
1,019
-917
1034
$40K 0.01%
953
-1,802
1035
$40K 0.01%
581
-24,014
1036
$40K 0.01%
165
-2,194
1037
$40K 0.01%
+1,051
1038
$40K 0.01%
459
+89
1039
$40K 0.01%
714
+645
1040
$40K 0.01%
898
-2,323
1041
$40K 0.01%
1,122
+207
1042
$40K 0.01%
+315
1043
$39K 0.01%
768
-458
1044
$39K 0.01%
+2,796
1045
$39K 0.01%
258
-61
1046
$39K 0.01%
612
-1,863
1047
$39K 0.01%
1,365
-1,585
1048
$39K 0.01%
3,000
-500
1049
$39K 0.01%
4,338
-19,446
1050
$39K 0.01%
+1,500
40 41
42
43 44