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
2076
$1K ﹤0.01%
18
-113
2077
$1K ﹤0.01%
+6
2078
$1K ﹤0.01%
100
+96
2079
$1K ﹤0.01%
30
-5,515
2080
$1K ﹤0.01%
+1,500
2081
$1K ﹤0.01%
61
-5,376
2082
$1K ﹤0.01%
7
-8
2083
$1K ﹤0.01%
34
2084
$1K ﹤0.01%
43
-1,201
2085
$1K ﹤0.01%
248
-14,278
2086
$1K ﹤0.01%
4
-20
2087
$1K ﹤0.01%
28
-11,622
2088
$1K ﹤0.01%
25
-5,411
2089
$1K ﹤0.01%
161
-8,741
2090
$1K ﹤0.01%
+20
2091
$1K ﹤0.01%
43
+21
2092
$1K ﹤0.01%
48
+33
2093
$1K ﹤0.01%
+112
2094
$1K ﹤0.01%
114
-753
2095
$1K ﹤0.01%
50
-80
2096
$1K ﹤0.01%
+109
2097
$1K ﹤0.01%
15
-85
2098
$1K ﹤0.01%
+76
2099
$1K ﹤0.01%
201
+183
2100
$1K ﹤0.01%
20
-29,799
82 83
84
85 86