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
1701
$7K ﹤0.01%
+1,000
1702
$6K ﹤0.01%
+198
1703
$6K ﹤0.01%
140
1704
$6K ﹤0.01%
132
-2,524
1705
$6K ﹤0.01%
+264
1706
$6K ﹤0.01%
+262
1707
$6K ﹤0.01%
213
-1,264
1708
$6K ﹤0.01%
129
-7
1709
$6K ﹤0.01%
70
+55
1710
$6K ﹤0.01%
1,000
-1,468
1711
$6K ﹤0.01%
138
-7,751
1712
$6K ﹤0.01%
281
-179
1713
$6K ﹤0.01%
243
-2,102
1714
$6K ﹤0.01%
+200
1715
$6K ﹤0.01%
81
-2,488
1716
$6K ﹤0.01%
66
-46
1717
$6K ﹤0.01%
+240
1718
$6K ﹤0.01%
87
-8
1719
$6K ﹤0.01%
+996
1720
$6K ﹤0.01%
85
-185
1721
$6K ﹤0.01%
500
-5,212
1722
$6K ﹤0.01%
155
+80
1723
$6K ﹤0.01%
58
-131
1724
$6K ﹤0.01%
+600
1725
$6K ﹤0.01%
134
-2,066
67 68
69
70 71