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
576
$138K 0.02%
1,380
-11,396
577
$137K 0.02%
891
+886
578
$136K 0.02%
+8,719
579
$136K 0.02%
14,789
-139,213
580
$136K 0.02%
2,266
-2,147
581
$136K 0.02%
1,091
-2,207
582
$135K 0.02%
7,960
-4,355
583
$133K 0.02%
+390
584
$133K 0.02%
2,152
-14,415
585
$133K 0.02%
1,058
-8,187
586
$133K 0.02%
2,490
-11,912
587
$133K 0.02%
959
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588
$133K 0.02%
6,435
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589
$132K 0.02%
2,456
+1,518
590
$132K 0.02%
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591
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592
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2,456
-14,586
593
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594
$130K 0.02%
9,356
-26,136
595
$130K 0.02%
4,620
-13,097
596
$129K 0.02%
2,372
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597
$129K 0.02%
2,013
-5,720
598
$128K 0.02%
6,325
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599
$128K 0.02%
709
+583
600
$127K 0.02%
1,060
-6,745
22 23
24
25 26