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
426
$238K 0.03%
3,774
+3,432
427
$238K 0.03%
8,882
-83,416
428
$237K 0.03%
18,348
-9,946
429
$237K 0.03%
4,366
-3,584
430
$235K 0.03%
2,148
-11,501
431
$232K 0.03%
845
-7,311
432
$228K 0.03%
3,873
+3,822
433
$228K 0.03%
3,583
-11,938
434
$227K 0.03%
7,628
-20,540
435
$227K 0.03%
8,592
-163,560
436
$225K 0.03%
7,378
-10,653
437
$225K 0.03%
2,016
-10,514
438
$223K 0.03%
6,771
-25,166
439
$223K 0.03%
3,518
-15,802
440
$222K 0.03%
4,279
+1,998
441
$221K 0.03%
5,156
-2,918
442
$220K 0.03%
20,479
-6,643
443
$220K 0.03%
1,373
-12,343
444
$219K 0.03%
4,246
-11,895
445
$219K 0.03%
5,760
+3,000
446
$218K 0.03%
+4,106
447
$217K 0.03%
1,841
-1,773
448
$216K 0.03%
10,405
+9,048
449
$214K 0.03%
2,656
-13,892
450
$213K 0.03%
6,200
+3,627
16 17
18
19 20