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
1126
$32K ﹤0.01%
1,877
+1,314
1127
$32K ﹤0.01%
+1,000
1128
$32K ﹤0.01%
1,750
+990
1129
$32K ﹤0.01%
+740
1130
$32K ﹤0.01%
733
-391
1131
$32K ﹤0.01%
+500
1132
$32K ﹤0.01%
1,390
-74,675
1133
$32K ﹤0.01%
219
-1,857
1134
$32K ﹤0.01%
400
-1,628
1135
$32K ﹤0.01%
391
-338
1136
$32K ﹤0.01%
1,101
-4,514
1137
$32K ﹤0.01%
682
+220
1138
$31K ﹤0.01%
600
-29
1139
$31K ﹤0.01%
433
-220
1140
$31K ﹤0.01%
1,495
-9,287
1141
$31K ﹤0.01%
1,093
-20,033
1142
$31K ﹤0.01%
800
-19,026
1143
$31K ﹤0.01%
1,400
-26,190
1144
$31K ﹤0.01%
186
-2,363
1145
$31K ﹤0.01%
+1,039
1146
$31K ﹤0.01%
+365
1147
$31K ﹤0.01%
4,031
-24,772
1148
$31K ﹤0.01%
450
+350
1149
$31K ﹤0.01%
295
+123
1150
$30K ﹤0.01%
414
-52,030
44 45
46
47 48