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
1776
$5K ﹤0.01%
89
-269
1777
$5K ﹤0.01%
84
-421
1778
$5K ﹤0.01%
116
-42
1779
$5K ﹤0.01%
100
-15,348
1780
$5K ﹤0.01%
37
-971
1781
$5K ﹤0.01%
459
-9,045
1782
$5K ﹤0.01%
118
+4
1783
$5K ﹤0.01%
600
-2,525
1784
$5K ﹤0.01%
500
-6,103
1785
$5K ﹤0.01%
90
-2,329
1786
$5K ﹤0.01%
120
-1,230
1787
$5K ﹤0.01%
32
-154
1788
$5K ﹤0.01%
475
-23,184
1789
– –
0
1790
$5K ﹤0.01%
+97
1791
$5K ﹤0.01%
8,000
-4,500
1792
$5K ﹤0.01%
75
-45
1793
$5K ﹤0.01%
+1,397
1794
$5K ﹤0.01%
308
-2,718
1795
$5K ﹤0.01%
52
-381
1796
$5K ﹤0.01%
+203
1797
$5K ﹤0.01%
56
-533
1798
$5K ﹤0.01%
+58
1799
$5K ﹤0.01%
112
-1,231
1800
$5K ﹤0.01%
186
-143
70 71
72
73 74