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
1976
$2K ﹤0.01%
1,800
+1,500
1977
$2K ﹤0.01%
230
-3,608
1978
$2K ﹤0.01%
28
-948
1979
$2K ﹤0.01%
+100
1980
$2K ﹤0.01%
48
-2,754
1981
$2K ﹤0.01%
+134
1982
$2K ﹤0.01%
35
-1,379
1983
$2K ﹤0.01%
149
-1,243
1984
$2K ﹤0.01%
90
-1,951
1985
$2K ﹤0.01%
27
-3,973
1986
$2K ﹤0.01%
30
-640
1987
$2K ﹤0.01%
15
-1,377
1988
$2K ﹤0.01%
173
+22
1989
$2K ﹤0.01%
38
-888
1990
$2K ﹤0.01%
204
-3,200
1991
$2K ﹤0.01%
+60
1992
$2K ﹤0.01%
11
-433
1993
$2K ﹤0.01%
43
+40
1994
$2K ﹤0.01%
119
-194
1995
$2K ﹤0.01%
8
-537
1996
$2K ﹤0.01%
407
-4,295
1997
$2K ﹤0.01%
+35
1998
$2K ﹤0.01%
27
-7,188
1999
$2K ﹤0.01%
+19
2000
$2K ﹤0.01%
175
-1,825
78 79
80
81 82