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
1151
$30K ﹤0.01%
197
-7,732
1152
$30K ﹤0.01%
308
-387
1153
$30K ﹤0.01%
502
-17,637
1154
$30K ﹤0.01%
567
+259
1155
$30K ﹤0.01%
109
+48
1156
$30K ﹤0.01%
+972
1157
$30K ﹤0.01%
+10
1158
$30K ﹤0.01%
622
-3,563
1159
$30K ﹤0.01%
1,802
-3,147
1160
$29K ﹤0.01%
314
-481
1161
$29K ﹤0.01%
110
-2,662
1162
$29K ﹤0.01%
1,300
-8,059
1163
$29K ﹤0.01%
563
+447
1164
$29K ﹤0.01%
1,300
+1,067
1165
$29K ﹤0.01%
228
-118
1166
$29K ﹤0.01%
+762
1167
$29K ﹤0.01%
+1,800
1168
$29K ﹤0.01%
563
-17,648
1169
$28K ﹤0.01%
297
-782
1170
$28K ﹤0.01%
+1,131
1171
$28K ﹤0.01%
2,650
-3,500
1172
$28K ﹤0.01%
2,057
-2,255
1173
$28K ﹤0.01%
714
-45,876
1174
$28K ﹤0.01%
513
-3,585
1175
$28K ﹤0.01%
717
+517
45 46
47
48 49