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
1526
$11K ﹤0.01%
113
-584
1527
$11K ﹤0.01%
+100
1528
$11K ﹤0.01%
+935
1529
$11K ﹤0.01%
168
-1,232
1530
$11K ﹤0.01%
132
-1,223
1531
$11K ﹤0.01%
1,152
-24,350
1532
$11K ﹤0.01%
239
-3,710
1533
$11K ﹤0.01%
825
-175
1534
$11K ﹤0.01%
200
-395
1535
$11K ﹤0.01%
408
+8
1536
$11K ﹤0.01%
+250
1537
$11K ﹤0.01%
1,122
+1,022
1538
$11K ﹤0.01%
+446
1539
$11K ﹤0.01%
+25
1540
$11K ﹤0.01%
+450
1541
$10K ﹤0.01%
400
-156
1542
$10K ﹤0.01%
500
-9,343
1543
$10K ﹤0.01%
+279
1544
$10K ﹤0.01%
+1,026
1545
$10K ﹤0.01%
+110
1546
$10K ﹤0.01%
72
-2,915
1547
$10K ﹤0.01%
1,090
-29,541
1548
$10K ﹤0.01%
+208
1549
$10K ﹤0.01%
417
-5,613
1550
$10K ﹤0.01%
110
-29
60 61
62
63 64