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
1401
$16K ﹤0.01%
738
-54
1402
$16K ﹤0.01%
96
-4,710
1403
$16K ﹤0.01%
116
-2,246
1404
$16K ﹤0.01%
257
-1,053
1405
$16K ﹤0.01%
1,000
-4,081
1406
$15K ﹤0.01%
96
-1,389
1407
$15K ﹤0.01%
894
+504
1408
$15K ﹤0.01%
269
-8,592
1409
$15K ﹤0.01%
+1,150
1410
$15K ﹤0.01%
125
+25
1411
$15K ﹤0.01%
350
-145
1412
$15K ﹤0.01%
800
-9,886
1413
$15K ﹤0.01%
+293
1414
$15K ﹤0.01%
+605
1415
$15K ﹤0.01%
+214
1416
$15K ﹤0.01%
200
-1,463
1417
$15K ﹤0.01%
320
-969
1418
$15K ﹤0.01%
600
+391
1419
$15K ﹤0.01%
123
-226
1420
$15K ﹤0.01%
150
-358
1421
$15K ﹤0.01%
746
+725
1422
$15K ﹤0.01%
+859
1423
$15K ﹤0.01%
164
-3,810
1424
$15K ﹤0.01%
500
-1,600
1425
$14K ﹤0.01%
104
-35,616
55 56
57
58 59