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
1326
$20K ﹤0.01%
424
-6,268
1327
$20K ﹤0.01%
231
-2,782
1328
$20K ﹤0.01%
800
-17,376
1329
$20K ﹤0.01%
446
-858
1330
$20K ﹤0.01%
2,880
+1,440
1331
$20K ﹤0.01%
1,121
+918
1332
$20K ﹤0.01%
200
-898
1333
$20K ﹤0.01%
385
-864
1334
$20K ﹤0.01%
1,760
+50
1335
$20K ﹤0.01%
+2,000
1336
$20K ﹤0.01%
+1,374
1337
$20K ﹤0.01%
+1,064
1338
$20K ﹤0.01%
+497
1339
$19K ﹤0.01%
154
-1,380
1340
$19K ﹤0.01%
358
-987
1341
$19K ﹤0.01%
+314
1342
$19K ﹤0.01%
1,500
-9,760
1343
$19K ﹤0.01%
3,110
-251,946
1344
$19K ﹤0.01%
1,340
-483
1345
$19K ﹤0.01%
1,422
-1,233
1346
$19K ﹤0.01%
400
-8,050
1347
$19K ﹤0.01%
877
-9,926
1348
$19K ﹤0.01%
361
-15,348
1349
$19K ﹤0.01%
828
-54,078
1350
$19K ﹤0.01%
+386
52 53
54
55 56