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
1276
$22K ﹤0.01%
1,305
-2,695
1277
$22K ﹤0.01%
396
-592
1278
$22K ﹤0.01%
+492
1279
$22K ﹤0.01%
1,483
-2,610
1280
$22K ﹤0.01%
+639
1281
$22K ﹤0.01%
+405
1282
$22K ﹤0.01%
+615
1283
$22K ﹤0.01%
1,200
-5,353
1284
$22K ﹤0.01%
150
-683
1285
$22K ﹤0.01%
500
-1,253
1286
$22K ﹤0.01%
+640
1287
$22K ﹤0.01%
495
-595
1288
$22K ﹤0.01%
400
-2,263
1289
$22K ﹤0.01%
182
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1290
$22K ﹤0.01%
+498
1291
$22K ﹤0.01%
234
-699
1292
$22K ﹤0.01%
50
-151
1293
$22K ﹤0.01%
1,061
+963
1294
$21K ﹤0.01%
625
-2,806
1295
$21K ﹤0.01%
41
-65
1296
$21K ﹤0.01%
+2,611
1297
$21K ﹤0.01%
945
-2,475
1298
$21K ﹤0.01%
311
+234
1299
$21K ﹤0.01%
1,849
-4,761
1300
$21K ﹤0.01%
365
-4,894
50 51
52
53 54