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
1901
$3K ﹤0.01%
36
-114
1902
$3K ﹤0.01%
29
-3,363
1903
$3K ﹤0.01%
417
+167
1904
$3K ﹤0.01%
69
-2,203
1905
$3K ﹤0.01%
145
-20,409
1906
$3K ﹤0.01%
63
-43
1907
$3K ﹤0.01%
+33
1908
$3K ﹤0.01%
1,000
-866,783
1909
$3K ﹤0.01%
528
-13,442
1910
$3K ﹤0.01%
228
-1,135
1911
$3K ﹤0.01%
+68
1912
$3K ﹤0.01%
165
-7,589
1913
$3K ﹤0.01%
102
-3,148
1914
$3K ﹤0.01%
111
-15,892
1915
$3K ﹤0.01%
50
-748
1916
$3K ﹤0.01%
+45
1917
$3K ﹤0.01%
120
-1,929
1918
$3K ﹤0.01%
14
-1,054
1919
$3K ﹤0.01%
145
-4,626
1920
$3K ﹤0.01%
100
-895
1921
$3K ﹤0.01%
840
-282
1922
$3K ﹤0.01%
+17
1923
$3K ﹤0.01%
+500
1924
$3K ﹤0.01%
220
-4,777
1925
$3K ﹤0.01%
+52
75 76
77
78 79