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
1101
$34K ﹤0.01%
+1,567
1102
$34K ﹤0.01%
760
-8,487
1103
$34K ﹤0.01%
+1,484
1104
$34K ﹤0.01%
214
-799
1105
$34K ﹤0.01%
1,570
+231
1106
$34K ﹤0.01%
2,543
-37,374
1107
$34K ﹤0.01%
356
-2,498
1108
$34K ﹤0.01%
2,494
-5,901
1109
$34K ﹤0.01%
+3,010
1110
$34K ﹤0.01%
+245
1111
$34K ﹤0.01%
+559
1112
$33K ﹤0.01%
1,782
-84,036
1113
$33K ﹤0.01%
+268
1114
$33K ﹤0.01%
1,000
-587
1115
$33K ﹤0.01%
4,093
-14,189
1116
$33K ﹤0.01%
380
-1,033
1117
$33K ﹤0.01%
909
-6,695
1118
$33K ﹤0.01%
1,305
+915
1119
$33K ﹤0.01%
180
-1,075
1120
$33K ﹤0.01%
1,500
+746
1121
$33K ﹤0.01%
+1,300
1122
$33K ﹤0.01%
188
-444
1123
$33K ﹤0.01%
390
-342
1124
$33K ﹤0.01%
316
-6,214
1125
$33K ﹤0.01%
1,440
+1,381
43 44
45
46 47