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
251
$597K 0.08%
4,891
+4,426
252
$593K 0.08%
4,598
-21,551
253
$587K 0.08%
22,292
+21,318
254
$585K 0.08%
14,119
+5,286
255
$582K 0.08%
6,388
-9,291
256
$578K 0.08%
+7,656
257
$574K 0.08%
2,865
+2,391
258
$567K 0.08%
27,683
+27,383
259
$561K 0.08%
9,021
-7,047
260
$560K 0.08%
10,914
-24,278
261
$558K 0.08%
+8,728
262
$557K 0.08%
19,065
-63,673
263
$555K 0.08%
14,285
-9,420
264
$554K 0.08%
5,937
+1,371
265
$548K 0.07%
28,936
+28,567
266
$546K 0.07%
10,414
-10,381
267
$544K 0.07%
7,410
-3,660
268
$543K 0.07%
120,200
-294,640
269
$541K 0.07%
+9,729
270
$541K 0.07%
83,349
+17,836
271
$540K 0.07%
4,724
-24,390
272
$538K 0.07%
30,453
+26,736
273
$536K 0.07%
11,122
-131,180
274
$534K 0.07%
2,823
-12,622
275
$534K 0.07%
+4,466
9 10
11
12 13