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
1176
$28K ﹤0.01%
2,225
-787
1177
$28K ﹤0.01%
550
+61
1178
$28K ﹤0.01%
1,985
-849
1179
$27K ﹤0.01%
+1,340
1180
$27K ﹤0.01%
364
-648
1181
$27K ﹤0.01%
+645
1182
$27K ﹤0.01%
1,155
+403
1183
$27K ﹤0.01%
365
-1,054
1184
$27K ﹤0.01%
2,216
+736
1185
$27K ﹤0.01%
+703
1186
$27K ﹤0.01%
556
-9,208
1187
$27K ﹤0.01%
664
-11,205
1188
$27K ﹤0.01%
924
-13,490
1189
$27K ﹤0.01%
500
+321
1190
$27K ﹤0.01%
331
-2,030
1191
$27K ﹤0.01%
+1,088
1192
$27K ﹤0.01%
+1,042
1193
$27K ﹤0.01%
+150
1194
$26K ﹤0.01%
7,677
-1,401
1195
$26K ﹤0.01%
700
-4,300
1196
$26K ﹤0.01%
1,329
-8,610
1197
$26K ﹤0.01%
+1,756
1198
$26K ﹤0.01%
247
-1,175
1199
$26K ﹤0.01%
154
+19
1200
$26K ﹤0.01%
220
+134
46 47
48
49 50