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
276
$532K 0.07%
11,243
-77,575
277
$530K 0.07%
5,529
-18,754
278
$529K 0.07%
21,404
-131,168
279
$528K 0.07%
25,397
+22,847
280
$525K 0.07%
2,802
-12,769
281
$520K 0.07%
36,718
-9,100
282
$517K 0.07%
+16,236
283
$516K 0.07%
8,804
-7,681
284
$514K 0.07%
+9,790
285
$512K 0.07%
5,060
+4,056
286
$510K 0.07%
18,041
+14,341
287
$508K 0.07%
8,591
+3,685
288
$505K 0.07%
11,224
-23,573
289
$505K 0.07%
6,664
+5,728
290
$499K 0.07%
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291
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21,761
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292
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20,052
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293
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7,262
-32,036
294
$483K 0.07%
7,259
-63,244
295
$481K 0.07%
+19,621
296
$479K 0.07%
3,680
-19,295
297
$477K 0.07%
8,177
-8,490
298
$473K 0.06%
9,363
-4,863
299
$460K 0.06%
4,133
-31,615
300
$454K 0.06%
+9,200
10 11
12
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