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
2101
$1K ﹤0.01%
30
-67
2102
$1K ﹤0.01%
+18
2103
$1K ﹤0.01%
11
-1,805
2104
$1K ﹤0.01%
+27
2105
$1K ﹤0.01%
180
-4,356
2106
$1K ﹤0.01%
18
-336
2107
$1K ﹤0.01%
+18
2108
$1K ﹤0.01%
15
-87
2109
$1K ﹤0.01%
26
-13,510
2110
$1K ﹤0.01%
10
-2,427
2111
$1K ﹤0.01%
21
-1,567
2112
$1K ﹤0.01%
+100
2113
$1K ﹤0.01%
+39
2114
$1K ﹤0.01%
20
-22,408
2115
$1K ﹤0.01%
13
-1,805
2116
$1K ﹤0.01%
20
-550
2117
$1K ﹤0.01%
48
-889
2118
$1K ﹤0.01%
65
-649
2119
$1K ﹤0.01%
+12
2120
$1K ﹤0.01%
24
-1,445
2121
$1K ﹤0.01%
460
-7,172
2122
$1K ﹤0.01%
200
-4,874
2123
$1K ﹤0.01%
+75
2124
$1K ﹤0.01%
+126
2125
$1K ﹤0.01%
+50
83 84
85
86 87