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
1226
$25K ﹤0.01%
82
-904
1227
$25K ﹤0.01%
415
-17,784
1228
$25K ﹤0.01%
287
-2,305
1229
$25K ﹤0.01%
210
+67
1230
$25K ﹤0.01%
176
-8,381
1231
$25K ﹤0.01%
324
-39
1232
$25K ﹤0.01%
1,565
-296
1233
$25K ﹤0.01%
2,500
1234
$25K ﹤0.01%
4,100
-6,101
1235
$25K ﹤0.01%
+1,000
1236
$25K ﹤0.01%
+886
1237
$25K ﹤0.01%
+1,005
1238
$24K ﹤0.01%
1,451
-3,570
1239
$24K ﹤0.01%
799
-863
1240
$24K ﹤0.01%
+295
1241
$24K ﹤0.01%
+269
1242
$24K ﹤0.01%
+699
1243
$24K ﹤0.01%
+880
1244
$24K ﹤0.01%
426
-203
1245
$24K ﹤0.01%
+2,151
1246
$24K ﹤0.01%
352
-474
1247
$24K ﹤0.01%
1,010
-23,295
1248
$24K ﹤0.01%
200
-1,500
1249
$24K ﹤0.01%
+927
1250
$24K ﹤0.01%
1,060
-11,313
48 49
50
51 52