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
501
$176K 0.02%
37,658
-20,126
502
$176K 0.02%
1,997
-5,174
503
$175K 0.02%
3,180
-112,744
504
$175K 0.02%
1,498
-11,835
505
$175K 0.02%
+3,500
506
$174K 0.02%
888
-14,638
507
$173K 0.02%
3,830
-51,437
508
$172K 0.02%
1,647
-7,195
509
$171K 0.02%
13,644
-2,692
510
$171K 0.02%
1,891
-2,312
511
$169K 0.02%
28,417
+25,107
512
$169K 0.02%
2,214
+289
513
$169K 0.02%
1,277
-878
514
$169K 0.02%
+6,600
515
$167K 0.02%
+4,684
516
$166K 0.02%
2,080
-9,734
517
$166K 0.02%
636
-2,099
518
$165K 0.02%
1,932
-14,978
519
$163K 0.02%
2,242
-13
520
$163K 0.02%
633
-615
521
$162K 0.02%
8,733
-67,152
522
$162K 0.02%
1,981
-914
523
$161K 0.02%
4,187
-6,960
524
$161K 0.02%
8,915
-18,656
525
$160K 0.02%
+3,422
19 20
21
22 23