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
26
$4.08M 0.56%
143,796
+125,125
27
$3.73M 0.51%
115,834
+62,470
28
$3.7M 0.51%
71,526
+43,927
29
$3.68M 0.5%
68,226
+21,435
30
$3.61M 0.49%
+75,200
31
$3.61M 0.49%
+148,746
32
$3.52M 0.48%
17,590
-46,783
33
$3.46M 0.47%
106,412
+35,601
34
$3.46M 0.47%
146,323
-564,575
35
$3.39M 0.46%
31,004
-39,064
36
$3.32M 0.45%
28,147
-168,094
37
$3.29M 0.45%
23,500
-80,834
38
$3.17M 0.43%
55,169
-127,616
39
$3.16M 0.43%
36,866
-23,593
40
$3.15M 0.43%
104,554
-284,797
41
$3.14M 0.43%
46,338
+41,917
42
$2.99M 0.41%
+78,906
43
$2.98M 0.41%
36,772
-150,698
44
$2.96M 0.4%
19,283
-22,783
45
$2.93M 0.4%
49,493
-234,023
46
$2.92M 0.4%
+89,677
47
$2.89M 0.39%
26,033
-84,663
48
$2.86M 0.39%
7,514
-29,900
49
$2.85M 0.39%
252,225
+202,599
50
$2.8M 0.38%
62,978
+29,752
1
2
3 4 5