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
1201
$26K ﹤0.01%
2,046
-1,531
1202
$26K ﹤0.01%
+286
1203
$26K ﹤0.01%
+1,380
1204
$26K ﹤0.01%
1,300
+923
1205
$26K ﹤0.01%
500
-5,151
1206
$26K ﹤0.01%
1,050
+94
1207
$26K ﹤0.01%
+1,240
1208
$26K ﹤0.01%
844
-2,840
1209
$26K ﹤0.01%
2,000
-5,605
1210
$26K ﹤0.01%
2,002
-9,523
1211
$26K ﹤0.01%
+825
1212
$26K ﹤0.01%
+1,000
1213
$26K ﹤0.01%
297
+275
1214
$26K ﹤0.01%
8
-255
1215
$26K ﹤0.01%
574
-3,244
1216
$26K ﹤0.01%
213
-857
1217
$26K ﹤0.01%
408
-251
1218
$25K ﹤0.01%
1,136
-1,797
1219
$25K ﹤0.01%
1,526
-5,630
1220
$25K ﹤0.01%
328
+72
1221
$25K ﹤0.01%
200
+1
1222
$25K ﹤0.01%
750
-97,406
1223
$25K ﹤0.01%
+1,454
1224
$25K ﹤0.01%
278
-435
1225
$25K ﹤0.01%
1,152
-7,240
47 48
49
50 51