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
626
$118K 0.02%
1,602
-7,036
627
$118K 0.02%
2,781
-19,076
628
$118K 0.02%
+1,922
629
$117K 0.02%
2,474
-358
630
$117K 0.02%
7,395
+6,694
631
$117K 0.02%
2,731
-17,499
632
$117K 0.02%
+6,430
633
$117K 0.02%
3,655
+2,910
634
$117K 0.02%
566
-683
635
$116K 0.02%
3,316
-3,998
636
$116K 0.02%
3,628
-58,054
637
$115K 0.02%
+4,033
638
$115K 0.02%
3,835
-635
639
$114K 0.02%
2,551
+1,592
640
$114K 0.02%
12,674
-21,672
641
$113K 0.02%
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642
$113K 0.02%
2,297
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643
$112K 0.02%
487
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644
$112K 0.02%
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645
$112K 0.02%
7,160
-4,577
646
$112K 0.02%
2,606
-8,337
647
$112K 0.02%
2,933
-29,647
648
$111K 0.02%
3,445
-420
649
$110K 0.02%
2,742
+7
650
$109K 0.01%
1,237
-6,959
24 25
26
27 28