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
1601
$9K ﹤0.01%
+150
1602
$9K ﹤0.01%
91
-7
1603
$9K ﹤0.01%
+377
1604
$9K ﹤0.01%
200
-1,893
1605
$9K ﹤0.01%
304
-6,090
1606
$9K ﹤0.01%
124
-76
1607
$9K ﹤0.01%
54
-6
1608
$9K ﹤0.01%
151
-91
1609
$9K ﹤0.01%
+587
1610
$9K ﹤0.01%
+620
1611
$9K ﹤0.01%
+1,833
1612
$9K ﹤0.01%
700
-822
1613
$9K ﹤0.01%
68
+51
1614
$9K ﹤0.01%
+350
1615
$9K ﹤0.01%
+164
1616
$9K ﹤0.01%
128
+114
1617
$9K ﹤0.01%
542
-1,706
1618
$9K ﹤0.01%
610
-8,089
1619
$9K ﹤0.01%
+2,633
1620
$9K ﹤0.01%
+365
1621
$9K ﹤0.01%
647
-979
1622
$9K ﹤0.01%
400
-10,438
1623
$9K ﹤0.01%
109
-311
1624
$9K ﹤0.01%
400
-16
1625
$9K ﹤0.01%
800
-8,919
63 64
65
66 67