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
376
$300K 0.04%
19,144
-51,646
377
$299K 0.04%
+273
378
$298K 0.04%
6,675
-7,417
379
$296K 0.04%
3,453
-3,986
380
$296K 0.04%
2,806
-12,341
381
$296K 0.04%
4,615
-52,124
382
$293K 0.04%
5,361
-14,323
383
$293K 0.04%
16,300
+7,440
384
$292K 0.04%
4,888
-51,582
385
$292K 0.04%
8,050
+7,992
386
$291K 0.04%
21,134
-45,144
387
$290K 0.04%
4,477
-5,042
388
$289K 0.04%
3,203
+502
389
$288K 0.04%
+11,484
390
$287K 0.04%
1,613
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391
$287K 0.04%
1,624
-4,081
392
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+12,761
393
$283K 0.04%
1,170
-2,917
394
$280K 0.04%
8,770
+6,835
395
$280K 0.04%
3,537
-55,327
396
$279K 0.04%
3,733
-5,544
397
$279K 0.04%
3,517
-27,383
398
$278K 0.04%
12,800
-12,380
399
$277K 0.04%
1,817
-19,531
400
$276K 0.04%
2,670
-3,084
14 15
16
17 18