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
1751
$6K ﹤0.01%
141
-678
1752
$6K ﹤0.01%
67
-2,746
1753
$6K ﹤0.01%
158
-347
1754
$6K ﹤0.01%
800
-17
1755
$6K ﹤0.01%
50
-108
1756
$6K ﹤0.01%
1,045
-14,200
1757
$6K ﹤0.01%
+245
1758
$6K ﹤0.01%
350
-17,001
1759
$6K ﹤0.01%
+1,250
1760
$5K ﹤0.01%
100
-12,255
1761
$5K ﹤0.01%
372
-8,923
1762
$5K ﹤0.01%
300
-880
1763
$5K ﹤0.01%
379
-97
1764
$5K ﹤0.01%
400
-1,130
1765
$5K ﹤0.01%
+171
1766
$5K ﹤0.01%
41
-248
1767
$5K ﹤0.01%
100
-973
1768
$5K ﹤0.01%
+1,600
1769
$5K ﹤0.01%
230
-1,222
1770
$5K ﹤0.01%
+72
1771
$5K ﹤0.01%
325
1772
$5K ﹤0.01%
38
-2,359
1773
$5K ﹤0.01%
424
-5,996
1774
$5K ﹤0.01%
80
-3,960
1775
$5K ﹤0.01%
41
-1,002
69 70
71
72 73