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
1451
$13K ﹤0.01%
635
-16,608
1452
$13K ﹤0.01%
578
-2,239
1453
$13K ﹤0.01%
300
+213
1454
$13K ﹤0.01%
267
+57
1455
$13K ﹤0.01%
709
-1,747
1456
$13K ﹤0.01%
1,000
-49,515
1457
$13K ﹤0.01%
273
+213
1458
$13K ﹤0.01%
740
-5,208
1459
$13K ﹤0.01%
177
-42
1460
$13K ﹤0.01%
326
-2,192
1461
$13K ﹤0.01%
315
+47
1462
$13K ﹤0.01%
+235
1463
$13K ﹤0.01%
1,009
-1,491
1464
$13K ﹤0.01%
+3,000
1465
$13K ﹤0.01%
243
-21,867
1466
$13K ﹤0.01%
103
-582
1467
$13K ﹤0.01%
18
+7
1468
$13K ﹤0.01%
+6
1469
$13K ﹤0.01%
500
-1,658
1470
$13K ﹤0.01%
+546
1471
$13K ﹤0.01%
1,012
-1,877
1472
$13K ﹤0.01%
+350
1473
$13K ﹤0.01%
287
-666
1474
$13K ﹤0.01%
421
+49
1475
$13K ﹤0.01%
94
-278
57 58
59
60 61