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
1376
$17K ﹤0.01%
790
-88,440
1377
$17K ﹤0.01%
106
-7,907
1378
$17K ﹤0.01%
400
+391
1379
$17K ﹤0.01%
902
-270
1380
$17K ﹤0.01%
512
-9,005
1381
$17K ﹤0.01%
191
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1382
$17K ﹤0.01%
522
-4,486
1383
$17K ﹤0.01%
680
+459
1384
$17K ﹤0.01%
571
-1,143
1385
$17K ﹤0.01%
+1,725
1386
$16K ﹤0.01%
700
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1387
$16K ﹤0.01%
340
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1388
$16K ﹤0.01%
293
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1389
$16K ﹤0.01%
564
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1390
$16K ﹤0.01%
615
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1391
$16K ﹤0.01%
+662
1392
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462
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1393
$16K ﹤0.01%
908
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1394
$16K ﹤0.01%
430
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1395
$16K ﹤0.01%
333
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1396
$16K ﹤0.01%
214
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1397
$16K ﹤0.01%
+620
1398
$16K ﹤0.01%
237
-11,044
1399
$16K ﹤0.01%
361
+1
1400
$16K ﹤0.01%
355
-30
54 55
56
57 58