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
1551
$10K ﹤0.01%
200
-594
1552
$10K ﹤0.01%
669
-45,045
1553
$10K ﹤0.01%
+195
1554
$10K ﹤0.01%
174
+74
1555
$10K ﹤0.01%
255
+77
1556
$10K ﹤0.01%
153
+50
1557
$10K ﹤0.01%
15
-59
1558
$10K ﹤0.01%
+407
1559
$10K ﹤0.01%
+145
1560
$10K ﹤0.01%
530
-10,230
1561
$10K ﹤0.01%
+300
1562
$10K ﹤0.01%
+2
1563
$10K ﹤0.01%
755
+262
1564
$10K ﹤0.01%
+400
1565
$10K ﹤0.01%
+400
1566
$10K ﹤0.01%
3,864
-3,691
1567
$10K ﹤0.01%
607
-2,123
1568
$10K ﹤0.01%
400
-4,662
1569
$10K ﹤0.01%
766
+245
1570
$10K ﹤0.01%
222
-7,258
1571
$10K ﹤0.01%
+174
1572
$10K ﹤0.01%
500
-400
1573
$10K ﹤0.01%
196
-1,969
1574
$10K ﹤0.01%
+315
1575
$10K ﹤0.01%
+229
61 62
63
64 65