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
1726
$6K ﹤0.01%
+1,500
1727
$6K ﹤0.01%
37
+33
1728
$6K ﹤0.01%
64
-1
1729
$6K ﹤0.01%
170
+34
1730
$6K ﹤0.01%
+75
1731
$6K ﹤0.01%
8
-33
1732
$6K ﹤0.01%
460
+105
1733
$6K ﹤0.01%
+198
1734
$6K ﹤0.01%
122
-253
1735
$6K ﹤0.01%
+2
1736
$6K ﹤0.01%
+250
1737
$6K ﹤0.01%
+2,000
1738
$6K ﹤0.01%
+696
1739
$6K ﹤0.01%
30
-1,462
1740
$6K ﹤0.01%
860
-799
1741
$6K ﹤0.01%
+120
1742
$6K ﹤0.01%
465
-25,024
1743
$6K ﹤0.01%
+186
1744
$6K ﹤0.01%
625
-4,754
1745
$6K ﹤0.01%
110
-590
1746
$6K ﹤0.01%
500
-1,500
1747
$6K ﹤0.01%
+140
1748
$6K ﹤0.01%
36
-1,001
1749
$6K ﹤0.01%
781
-8,987
1750
$6K ﹤0.01%
+683
68 69
70
71 72