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
651
$109K 0.01%
+4,050
652
$109K 0.01%
+9,500
653
$109K 0.01%
4,346
+4,052
654
$108K 0.01%
655
-788
655
$108K 0.01%
1,686
-26,220
656
$108K 0.01%
2,606
+2,129
657
$108K 0.01%
15,000
-37,236
658
$108K 0.01%
2,316
-3,193
659
$107K 0.01%
+4,331
660
$107K 0.01%
+2,763
661
$107K 0.01%
+5,333
662
$106K 0.01%
16,252
-54,918
663
$105K 0.01%
5,129
-2,896
664
$105K 0.01%
2,614
-17,822
665
$105K 0.01%
1,877
-10,559
666
$105K 0.01%
2,646
+1,996
667
$105K 0.01%
8,812
-7,382
668
$105K 0.01%
6,020
-68,600
669
$105K 0.01%
1,275
-156,004
670
$104K 0.01%
649
-1,310
671
$104K 0.01%
+3,204
672
$103K 0.01%
5,432
+4,333
673
$103K 0.01%
7,228
-30,186
674
$102K 0.01%
1,402
+486
675
$102K 0.01%
894
-1,415
25 26
27
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