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
551
$147K 0.02%
3,270
+2,884
552
$147K 0.02%
1,031
+900
553
$146K 0.02%
1,202
-1,334
554
$146K 0.02%
5,124
-3,114
555
$146K 0.02%
1,017
+289
556
$146K 0.02%
908
+397
557
$146K 0.02%
1,172
-35
558
$146K 0.02%
8,670
-27,402
559
$145K 0.02%
3,346
-657
560
$145K 0.02%
+6,000
561
$145K 0.02%
4,300
-2,219
562
$144K 0.02%
653
-17,170
563
$144K 0.02%
2,516
+1,618
564
$144K 0.02%
1,565
+1,282
565
$143K 0.02%
887
-1,913
566
$143K 0.02%
1,278
-16,742
567
$142K 0.02%
+6,550
568
$142K 0.02%
7,190
-11,052
569
$142K 0.02%
1,818
-39,522
570
$141K 0.02%
4,700
+4,126
571
$141K 0.02%
5,067
-4,176
572
$140K 0.02%
14,704
-1,244
573
$140K 0.02%
2,316
-20,561
574
$139K 0.02%
3,169
-150
575
$139K 0.02%
8,066
+3,969
21 22
23
24 25