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
1876
$4K ﹤0.01%
331
-2,250
1877
$4K ﹤0.01%
82
-274
1878
$4K ﹤0.01%
68
-1,191
1879
$4K ﹤0.01%
+55
1880
$4K ﹤0.01%
50
-5,698
1881
$4K ﹤0.01%
475
-11,446
1882
$4K ﹤0.01%
85
-5,634
1883
$4K ﹤0.01%
+54
1884
$4K ﹤0.01%
+150
1885
– –
0
1886
$4K ﹤0.01%
+500
1887
$4K ﹤0.01%
+218
1888
$4K ﹤0.01%
34
-129
1889
$4K ﹤0.01%
34
-670
1890
$4K ﹤0.01%
78
-2
1891
$4K ﹤0.01%
+100
1892
$4K ﹤0.01%
60
-70
1893
$4K ﹤0.01%
+7
1894
$3K ﹤0.01%
200
+149
1895
$3K ﹤0.01%
59
-3,917
1896
$3K ﹤0.01%
500
-10,500
1897
$3K ﹤0.01%
+150
1898
$3K ﹤0.01%
50
-17,482
1899
$3K ﹤0.01%
92
-3,364
1900
$3K ﹤0.01%
125
-36,876
74 75
76
77 78