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
1251
$24K ﹤0.01%
611
+461
1252
$24K ﹤0.01%
600
-5,442
1253
$23K ﹤0.01%
300
-148
1254
$23K ﹤0.01%
+1,381
1255
$23K ﹤0.01%
+1,490
1256
$23K ﹤0.01%
+950
1257
$23K ﹤0.01%
1,914
-24,636
1258
$23K ﹤0.01%
2,127
-1,086
1259
$23K ﹤0.01%
+812
1260
$23K ﹤0.01%
625
-725
1261
$23K ﹤0.01%
2,975
-32,620
1262
$23K ﹤0.01%
589
-696
1263
$23K ﹤0.01%
400
+100
1264
$23K ﹤0.01%
+561
1265
$23K ﹤0.01%
1,175
-17,730
1266
$23K ﹤0.01%
+1,000
1267
$23K ﹤0.01%
364
+182
1268
$23K ﹤0.01%
2,015
+1,883
1269
$23K ﹤0.01%
383
+18
1270
$23K ﹤0.01%
1,564
-23,669
1271
$23K ﹤0.01%
986
-3,155
1272
$23K ﹤0.01%
+850
1273
$23K ﹤0.01%
1,200
+300
1274
$22K ﹤0.01%
1,136
-960
1275
$22K ﹤0.01%
+2,395
49 50
51
52 53