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
1651
$8K ﹤0.01%
582
-695
1652
$8K ﹤0.01%
+1,445
1653
$8K ﹤0.01%
338
-143
1654
$8K ﹤0.01%
570
-796
1655
$8K ﹤0.01%
157
+21
1656
$8K ﹤0.01%
+266
1657
$8K ﹤0.01%
+249
1658
$8K ﹤0.01%
1,260
-31,146
1659
$8K ﹤0.01%
100
-245
1660
$8K ﹤0.01%
236
-3,808
1661
$8K ﹤0.01%
600
+542
1662
$8K ﹤0.01%
63
-392
1663
$8K ﹤0.01%
333
-1,099
1664
$8K ﹤0.01%
245
-1,341
1665
$8K ﹤0.01%
148
-39,232
1666
$8K ﹤0.01%
+177
1667
$8K ﹤0.01%
+350
1668
$8K ﹤0.01%
80
-2,000
1669
$8K ﹤0.01%
500
+100
1670
$8K ﹤0.01%
+420
1671
$8K ﹤0.01%
14
-627
1672
$8K ﹤0.01%
+900
1673
$7K ﹤0.01%
86
-608
1674
$7K ﹤0.01%
400
-10,184
1675
$7K ﹤0.01%
+168
65 66
67
68 69