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
401
$274K 0.04%
4,166
-19,701
402
$271K 0.04%
3,753
+1,604
403
$270K 0.04%
+6,652
404
$269K 0.04%
2,808
-1,206
405
$269K 0.04%
7,248
-2,105
406
$269K 0.04%
2,501
-14,184
407
$266K 0.04%
14,250
-5,000
408
$266K 0.04%
4,746
-15,885
409
$263K 0.04%
+4,323
410
$261K 0.04%
4,253
-61,003
411
$261K 0.04%
4,664
-25,068
412
$259K 0.04%
+13,266
413
$258K 0.04%
+4,500
414
$253K 0.03%
25,173
+10,980
415
$252K 0.03%
2,450
-5,805
416
$251K 0.03%
3,045
+2,598
417
$250K 0.03%
1,440
-66,590
418
$250K 0.03%
+6,937
419
$247K 0.03%
11,898
+6,774
420
$246K 0.03%
15,995
+13,895
421
$244K 0.03%
1,516
-9,309
422
$241K 0.03%
9,651
+7,236
423
$240K 0.03%
2,025
-2,604
424
$238K 0.03%
2,656
-43,490
425
$238K 0.03%
6,171
+5,716
15 16
17
18 19