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
1826
$5K ﹤0.01%
58
-1,292
1827
$5K ﹤0.01%
400
-4,475
1828
$5K ﹤0.01%
+225
1829
$5K ﹤0.01%
250
-587
1830
$5K ﹤0.01%
+200
1831
$5K ﹤0.01%
+202
1832
$4K ﹤0.01%
67
1833
$4K ﹤0.01%
+20
1834
$4K ﹤0.01%
4
-411
1835
$4K ﹤0.01%
83
-167
1836
$4K ﹤0.01%
325
-5,120
1837
$4K ﹤0.01%
114
-624
1838
$4K ﹤0.01%
+19
1839
$4K ﹤0.01%
300
-730
1840
$4K ﹤0.01%
+75
1841
$4K ﹤0.01%
72
-28
1842
$4K ﹤0.01%
161
-409
1843
$4K ﹤0.01%
+250
1844
$4K ﹤0.01%
+1,159
1845
$4K ﹤0.01%
261
-12,401
1846
$4K ﹤0.01%
+37
1847
$4K ﹤0.01%
47
-1,029
1848
$4K ﹤0.01%
100
-881
1849
$4K ﹤0.01%
148
-536
1850
$4K ﹤0.01%
105
-37,053
72 73
74
75 76