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
1851
$4K ﹤0.01%
266
-2,075
1852
$4K ﹤0.01%
144
-2,272
1853
$4K ﹤0.01%
+27
1854
$4K ﹤0.01%
+200
1855
$4K ﹤0.01%
438
+138
1856
$4K ﹤0.01%
325
-20,876
1857
$4K ﹤0.01%
1,025
-41,475
1858
$4K ﹤0.01%
+133
1859
$4K ﹤0.01%
+215
1860
$4K ﹤0.01%
+1,350
1861
$4K ﹤0.01%
+528
1862
$4K ﹤0.01%
+210
1863
$4K ﹤0.01%
740
-9,246
1864
$4K ﹤0.01%
111
-237
1865
$4K ﹤0.01%
40
-477
1866
$4K ﹤0.01%
15
-286
1867
$4K ﹤0.01%
386
-10,922
1868
$4K ﹤0.01%
200
-3,338
1869
$4K ﹤0.01%
200
+160
1870
$4K ﹤0.01%
+155
1871
$4K ﹤0.01%
+44
1872
$4K ﹤0.01%
37
-581
1873
$4K ﹤0.01%
+200
1874
$4K ﹤0.01%
270
-633
1875
$4K ﹤0.01%
+179
73 74
75
76 77