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
1676
$7K ﹤0.01%
391
-44,056
1677
$7K ﹤0.01%
141
-1,983
1678
$7K ﹤0.01%
+230
1679
$7K ﹤0.01%
100
-50
1680
$7K ﹤0.01%
1,026
-41,034
1681
$7K ﹤0.01%
157
-184
1682
$7K ﹤0.01%
214
-1,887
1683
$7K ﹤0.01%
+247
1684
$7K ﹤0.01%
115
-1,011
1685
$7K ﹤0.01%
54
-81
1686
$7K ﹤0.01%
+150
1687
$7K ﹤0.01%
100
-6,410
1688
$7K ﹤0.01%
614
+314
1689
$7K ﹤0.01%
+152
1690
$7K ﹤0.01%
523
-1,645
1691
$7K ﹤0.01%
+280
1692
$7K ﹤0.01%
500
-7,550
1693
$7K ﹤0.01%
195
-8,652
1694
$7K ﹤0.01%
100
-25
1695
$7K ﹤0.01%
107
-16,514
1696
$7K ﹤0.01%
38
-207
1697
$7K ﹤0.01%
1,206
+61
1698
$7K ﹤0.01%
34
-654
1699
$7K ﹤0.01%
900
-5,441
1700
$7K ﹤0.01%
2,417
66 67
68
69 70