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
301
$447K 0.06%
10,564
+5,837
302
$446K 0.06%
16,162
-8,272
303
$438K 0.06%
6,665
-23,283
304
$438K 0.06%
3,948
+2,516
305
$438K 0.06%
7,506
-63,556
306
$434K 0.06%
10,004
-35,444
307
$434K 0.06%
5,143
-13,801
308
$433K 0.06%
33,994
-34,812
309
$431K 0.06%
3,483
-23,407
310
$430K 0.06%
5,081
-62,788
311
$429K 0.06%
11,813
+6,017
312
$429K 0.06%
13,507
-27,342
313
$428K 0.06%
3,337
-4,536
314
$428K 0.06%
5,753
+4,584
315
$426K 0.06%
2,221
-5,856
316
$426K 0.06%
18,936
-3,746
317
$422K 0.06%
8,410
+5,530
318
$422K 0.06%
+5,652
319
$421K 0.06%
12,187
+9,944
320
$421K 0.06%
+3,532
321
$412K 0.06%
6,281
+5,204
322
$408K 0.06%
+7,680
323
$397K 0.05%
3,805
-24,050
324
$396K 0.05%
4,713
-16,167
325
$392K 0.05%
5,584
+1,165
11 12
13
14 15