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
1301
$21K ﹤0.01%
844
-1,782
1302
$21K ﹤0.01%
100
-42
1303
$21K ﹤0.01%
+1,720
1304
$21K ﹤0.01%
448
-4,331
1305
$21K ﹤0.01%
161
-259
1306
$21K ﹤0.01%
6,254
+5,111
1307
$21K ﹤0.01%
266
-2,190
1308
$21K ﹤0.01%
4,200
-3,250
1309
$21K ﹤0.01%
+431
1310
$21K ﹤0.01%
100
-290
1311
$21K ﹤0.01%
970
-16,005
1312
$21K ﹤0.01%
2,000
-15,014
1313
$21K ﹤0.01%
+397
1314
$21K ﹤0.01%
850
+643
1315
$21K ﹤0.01%
+405
1316
$21K ﹤0.01%
+800
1317
$20K ﹤0.01%
+335
1318
$20K ﹤0.01%
642
-2,050
1319
$20K ﹤0.01%
402
+124
1320
$20K ﹤0.01%
594
+438
1321
$20K ﹤0.01%
650
-6,090
1322
$20K ﹤0.01%
433
-1,067
1323
$20K ﹤0.01%
61
-1,912
1324
$20K ﹤0.01%
541
-10,249
1325
$20K ﹤0.01%
3,480
+2,720
51 52
53
54 55