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
601
$127K 0.02%
3,718
-1,549
602
$127K 0.02%
7,272
-90,629
603
$126K 0.02%
8,560
-12,440
604
$126K 0.02%
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605
$126K 0.02%
6,095
+5,360
606
$125K 0.02%
4,451
-17,372
607
$125K 0.02%
9,900
-10,434
608
$125K 0.02%
465
-371
609
$125K 0.02%
1,614
-136
610
$124K 0.02%
+5,657
611
$124K 0.02%
980
-2,226
612
$124K 0.02%
+5,833
613
$123K 0.02%
2,499
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614
$123K 0.02%
5,601
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615
$123K 0.02%
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$122K 0.02%
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997
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622
$119K 0.02%
1,952
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623
$119K 0.02%
5,864
-46,392
624
$119K 0.02%
1,730
+314
625
$119K 0.02%
1,103
-9,027
23 24
25
26 27