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
2051
$2K ﹤0.01%
607
-2,514
2052
$2K ﹤0.01%
184
-17,544
2053
$2K ﹤0.01%
50
-37,097
2054
$2K ﹤0.01%
+125
2055
$2K ﹤0.01%
+80
2056
$2K ﹤0.01%
+158
2057
$2K ﹤0.01%
19
-636
2058
$2K ﹤0.01%
160
-4,003
2059
$2K ﹤0.01%
+243
2060
$2K ﹤0.01%
+833
2061
$2K ﹤0.01%
209
-10,484
2062
$2K ﹤0.01%
15
-29
2063
$2K ﹤0.01%
500
-884
2064
$2K ﹤0.01%
1
-104
2065
$2K ﹤0.01%
+135
2066
$2K ﹤0.01%
+250
2067
$2K ﹤0.01%
43
-1,261
2068
$2K ﹤0.01%
500
-2,395
2069
$2K ﹤0.01%
1,500
-4,825
2070
$2K ﹤0.01%
+44
2071
$1K ﹤0.01%
+40
2072
$1K ﹤0.01%
37
-11,527
2073
$1K ﹤0.01%
30
-1,779
2074
$1K ﹤0.01%
+12
2075
$1K ﹤0.01%
36
-4,129
81 82
83
84 85