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
1351
$18K ﹤0.01%
339
+78
1352
$18K ﹤0.01%
+590
1353
$18K ﹤0.01%
+700
1354
$18K ﹤0.01%
18
-59
1355
$18K ﹤0.01%
150
-157
1356
$18K ﹤0.01%
+897
1357
$18K ﹤0.01%
232
-1,501
1358
$18K ﹤0.01%
6,575
-31,589
1359
$18K ﹤0.01%
+728
1360
$18K ﹤0.01%
1,185
1361
$18K ﹤0.01%
+351
1362
$18K ﹤0.01%
1,780
-36,598
1363
$18K ﹤0.01%
965
-100
1364
$18K ﹤0.01%
+550
1365
$18K ﹤0.01%
1,048
+412
1366
$18K ﹤0.01%
377
-1,381
1367
$18K ﹤0.01%
1,500
-753
1368
$18K ﹤0.01%
+700
1369
$18K ﹤0.01%
275
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1370
$18K ﹤0.01%
108
-1,214
1371
$18K ﹤0.01%
716
+36
1372
$17K ﹤0.01%
275
1373
$17K ﹤0.01%
1,285
-4,456
1374
$17K ﹤0.01%
1,663
-48,722
1375
$17K ﹤0.01%
528
+190
53 54
55
56 57