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
1801
$5K ﹤0.01%
+54
1802
$5K ﹤0.01%
80
-877
1803
$5K ﹤0.01%
127
-24,252
1804
$5K ﹤0.01%
+200
1805
$5K ﹤0.01%
+142
1806
$5K ﹤0.01%
+548
1807
$5K ﹤0.01%
+548
1808
$5K ﹤0.01%
50
+43
1809
$5K ﹤0.01%
98
-1,421
1810
$5K ﹤0.01%
502
-275
1811
$5K ﹤0.01%
199
-749
1812
$5K ﹤0.01%
168
-708
1813
$5K ﹤0.01%
282
-720
1814
$5K ﹤0.01%
74
-21,192
1815
$5K ﹤0.01%
+140
1816
$5K ﹤0.01%
204
-451
1817
$5K ﹤0.01%
101
-108
1818
$5K ﹤0.01%
500
-1,138
1819
$5K ﹤0.01%
1,201
-6,856
1820
$5K ﹤0.01%
110
-3,866
1821
$5K ﹤0.01%
+115
1822
$5K ﹤0.01%
+246
1823
$5K ﹤0.01%
119
-460
1824
$5K ﹤0.01%
87
-69
1825
$5K ﹤0.01%
2,000
+791
71 72
73
74 75