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
1426
$14K ﹤0.01%
900
-1,690
1427
$14K ﹤0.01%
+679
1428
$14K ﹤0.01%
1,140
+990
1429
$14K ﹤0.01%
+637
1430
$14K ﹤0.01%
+276
1431
$14K ﹤0.01%
153
-1,689
1432
$14K ﹤0.01%
300
-1,321
1433
$14K ﹤0.01%
180
-1,190
1434
$14K ﹤0.01%
+150
1435
$14K ﹤0.01%
236
-5,374
1436
$14K ﹤0.01%
2,203
-936
1437
$14K ﹤0.01%
+475
1438
$14K ﹤0.01%
+600
1439
$14K ﹤0.01%
145
-56
1440
$14K ﹤0.01%
201
-1,220
1441
$14K ﹤0.01%
1,556
-2,079
1442
$14K ﹤0.01%
+728
1443
$14K ﹤0.01%
655
+398
1444
$14K ﹤0.01%
+432
1445
$14K ﹤0.01%
1,015
-5,270
1446
$14K ﹤0.01%
+484
1447
$14K ﹤0.01%
74
-78
1448
$13K ﹤0.01%
1,811
-687
1449
$13K ﹤0.01%
360
+168
1450
$13K ﹤0.01%
800
-3,798
56 57
58
59 60