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
226
$692K 0.09%
6,996
+6,658
227
$688K 0.09%
13,019
+12,687
228
$677K 0.09%
6,158
-13,192
229
$676K 0.09%
36,723
-88,286
230
$674K 0.09%
8,468
-74,208
231
$673K 0.09%
13,939
-27,677
232
$667K 0.09%
386
+240
233
$662K 0.09%
8,636
-16,456
234
$657K 0.09%
25,588
+24,273
235
$650K 0.09%
6,481
-13,479
236
$648K 0.09%
16,178
-10,912
237
$647K 0.09%
+8,760
238
$646K 0.09%
13,752
+13,438
239
$640K 0.09%
34,534
+11,504
240
$638K 0.09%
30,027
-35,840
241
$633K 0.09%
13,144
+12,573
242
$632K 0.09%
5,372
+3,753
243
$626K 0.09%
5,595
+4,854
244
$625K 0.09%
13,296
+3,768
245
$623K 0.09%
9,390
-26,665
246
$622K 0.08%
8,389
-48,999
247
$620K 0.08%
47,853
+5,623
248
$616K 0.08%
22,431
+22,360
249
$609K 0.08%
3,505
-16,499
250
$606K 0.08%
30,336
-88,408
8 9
10
11 12