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
476
$197K 0.03%
1,989
+909
477
$195K 0.03%
+4,250
478
$195K 0.03%
6,583
+6,221
479
$193K 0.03%
447
-7,241
480
$193K 0.03%
2,671
-9,537
481
$192K 0.03%
10,957
-7,002
482
$190K 0.03%
10,550
+2,000
483
$189K 0.03%
11,345
-11,128
484
$189K 0.03%
+3,266
485
$188K 0.03%
+10,476
486
$187K 0.03%
1,774
-3,167
487
$187K 0.03%
1,309
-4,134
488
$186K 0.03%
760
+613
489
$185K 0.03%
11,126
-8,422
490
$185K 0.03%
6,405
-78,542
491
$184K 0.03%
9,427
-11,667
492
$183K 0.03%
4,979
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493
$183K 0.03%
3,497
-4,956
494
$183K 0.03%
+7,175
495
$182K 0.02%
3,817
-2,607
496
$180K 0.02%
7,503
+1,083
497
$178K 0.02%
6,949
-4,894
498
$178K 0.02%
9,236
-40,939
499
$177K 0.02%
7,377
+6,327
500
$176K 0.02%
1,248
+1,219
18 19
20
21 22