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
1501
$12K ﹤0.01%
+469
1502
$12K ﹤0.01%
600
+431
1503
$12K ﹤0.01%
62
-742
1504
$12K ﹤0.01%
+452
1505
$12K ﹤0.01%
113
-1,423
1506
$12K ﹤0.01%
524
-704
1507
$12K ﹤0.01%
452
-508
1508
$12K ﹤0.01%
400
+214
1509
$12K ﹤0.01%
376
-166
1510
$12K ﹤0.01%
205
-9,232
1511
$12K ﹤0.01%
469
-3,186
1512
$11K ﹤0.01%
507
-600
1513
$11K ﹤0.01%
886
+686
1514
$11K ﹤0.01%
164
-939
1515
$11K ﹤0.01%
510
+110
1516
$11K ﹤0.01%
1,000
-155
1517
$11K ﹤0.01%
+170
1518
$11K ﹤0.01%
+188
1519
$11K ﹤0.01%
226
+140
1520
$11K ﹤0.01%
213
-302
1521
$11K ﹤0.01%
380
-1,625
1522
$11K ﹤0.01%
800
-67,300
1523
$11K ﹤0.01%
+220
1524
$11K ﹤0.01%
+538
1525
$11K ﹤0.01%
252
-173
59 60
61
62 63