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
701
$95K 0.01%
6,170
-5,650
702
$95K 0.01%
10,547
+8,046
703
$94K 0.01%
3,264
-23,490
704
$94K 0.01%
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705
$94K 0.01%
7,028
-12,972
706
$94K 0.01%
643
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707
$93K 0.01%
1,316
-4,681
708
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3,061
+2,915
709
$93K 0.01%
5,462
-11,319
710
$93K 0.01%
+342
711
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2,448
-4,720
712
$92K 0.01%
2,042
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713
$91K 0.01%
1,700
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714
$91K 0.01%
1,876
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715
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16,366
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717
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718
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3,274
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2,700
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720
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7,179
-5,319
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1,603
-967
722
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2,190
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723
$90K 0.01%
2,230
-10,805
724
$89K 0.01%
2,000
+1,835
725
$88K 0.01%
2,206
-3,509
27 28
29
30 31