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
2151
$1K ﹤0.01%
58
-16,274
2152
$1K ﹤0.01%
8
-127
2153
$1K ﹤0.01%
36
-3,141
2154
$1K ﹤0.01%
25
-140
2155
$1K ﹤0.01%
+15
2156
$1K ﹤0.01%
7
-82
2157
$1K ﹤0.01%
41
-559
2158
$1K ﹤0.01%
59
-1,059
2159
$1K ﹤0.01%
25
-31,621
2160
$1K ﹤0.01%
+7
2161
$1K ﹤0.01%
41
-349
2162
$1K ﹤0.01%
102
-123
2163
$1K ﹤0.01%
14
-273
2164
$1K ﹤0.01%
89
-5,020
2165
$1K ﹤0.01%
88
-9,955
2166
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+100
2167
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+2
2168
$1K ﹤0.01%
+25
2169
$1K ﹤0.01%
+25
2170
$1K ﹤0.01%
75
-3,447
2171
$1K ﹤0.01%
+50
2172
$1K ﹤0.01%
56
-3,948
2173
$1K ﹤0.01%
231
2174
$1K ﹤0.01%
825
-175
2175
$1K ﹤0.01%
+15
85 86
87
88 89