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
1576
$10K ﹤0.01%
461
-9,951
1577
$10K ﹤0.01%
+405
1578
$10K ﹤0.01%
+400
1579
$10K ﹤0.01%
+300
1580
$10K ﹤0.01%
109
-2,745
1581
$10K ﹤0.01%
103
+1
1582
$10K ﹤0.01%
269
-13,859
1583
$10K ﹤0.01%
75
-692
1584
$10K ﹤0.01%
+400
1585
$10K ﹤0.01%
25
-558
1586
$10K ﹤0.01%
77
-1,255
1587
$10K ﹤0.01%
213
-494
1588
$10K ﹤0.01%
111
-89
1589
$10K ﹤0.01%
93
-28
1590
$10K ﹤0.01%
274
-9,601
1591
$9K ﹤0.01%
64
-198
1592
$9K ﹤0.01%
29
-2,323
1593
$9K ﹤0.01%
111
-376
1594
$9K ﹤0.01%
+146
1595
$9K ﹤0.01%
450
-8,400
1596
$9K ﹤0.01%
142
-2,799
1597
$9K ﹤0.01%
+100
1598
$9K ﹤0.01%
1,000
-7,345
1599
$9K ﹤0.01%
147
-3,007
1600
$9K ﹤0.01%
1,293
-10,052
62 63
64
65 66