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
1951
$3K ﹤0.01%
+91
1952
$3K ﹤0.01%
+125
1953
$3K ﹤0.01%
200
-5,135
1954
$3K ﹤0.01%
116
-2,447
1955
$3K ﹤0.01%
1
-30
1956
$3K ﹤0.01%
+50
1957
$3K ﹤0.01%
115
-3,315
1958
$3K ﹤0.01%
75
-12,608
1959
$3K ﹤0.01%
69
-15
1960
$3K ﹤0.01%
+100
1961
$3K ﹤0.01%
28
-7,655
1962
$3K ﹤0.01%
68
-901
1963
$3K ﹤0.01%
70
-1,426
1964
$3K ﹤0.01%
+1,000
1965
$3K ﹤0.01%
160
1966
$2K ﹤0.01%
32
-1,233
1967
$2K ﹤0.01%
+54
1968
$2K ﹤0.01%
481
-4,762
1969
$2K ﹤0.01%
15
-1
1970
$2K ﹤0.01%
+91
1971
$2K ﹤0.01%
1
-9
1972
$2K ﹤0.01%
19
-394
1973
$2K ﹤0.01%
15
-193
1974
$2K ﹤0.01%
200
-800
1975
$2K ﹤0.01%
18
-632
77 78
79
80 81