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
351
$352K 0.05%
27,027
+1,536
352
$342K 0.05%
18,798
+18,293
353
$340K 0.05%
8,764
-1,260
354
$334K 0.05%
10,123
-37,111
355
$333K 0.05%
10,023
-25,809
356
$333K 0.05%
17,910
-43,875
357
$329K 0.04%
2,752
-5,792
358
$326K 0.04%
3,745
-10,318
359
$325K 0.04%
6,808
-3,379
360
$321K 0.04%
8,570
+6,820
361
$320K 0.04%
5,326
-5,640
362
$318K 0.04%
23,278
+15,512
363
$318K 0.04%
12,378
+2,665
364
$317K 0.04%
1,591
-14,623
365
$317K 0.04%
33,840
+25,844
366
$316K 0.04%
6,105
-11,314
367
$310K 0.04%
9,995
-48,018
368
$309K 0.04%
4,516
-27,136
369
$308K 0.04%
5,388
-33,263
370
$307K 0.04%
4,851
-31,454
371
$305K 0.04%
3,957
+323
372
$304K 0.04%
1,798
-6,371
373
$304K 0.04%
+700
374
$304K 0.04%
3,346
-14,815
375
$303K 0.04%
5,386
+3,259
13 14
15
16 17