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
1476
$13K ﹤0.01%
239
+59
1477
$13K ﹤0.01%
295
-73
1478
$13K ﹤0.01%
300
-3,481
1479
$13K ﹤0.01%
+446
1480
$13K ﹤0.01%
1,240
+1,033
1481
$13K ﹤0.01%
219
+110
1482
$13K ﹤0.01%
+249
1483
$13K ﹤0.01%
+500
1484
$12K ﹤0.01%
800
-4,366
1485
$12K ﹤0.01%
1,000
-6,526
1486
$12K ﹤0.01%
+175
1487
$12K ﹤0.01%
1,000
1488
$12K ﹤0.01%
250
-56
1489
$12K ﹤0.01%
2,655
+1,905
1490
$12K ﹤0.01%
+636
1491
$12K ﹤0.01%
83
-2,960
1492
$12K ﹤0.01%
205
-398
1493
$12K ﹤0.01%
+196
1494
$12K ﹤0.01%
+189
1495
$12K ﹤0.01%
422
-2,460
1496
– –
0
1497
$12K ﹤0.01%
490
-1,028
1498
$12K ﹤0.01%
70
-10,672
1499
$12K ﹤0.01%
+500
1500
$12K ﹤0.01%
94
-976
58 59
60
61 62