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
51
$2.8M 0.38%
47,700
-57,040
52
$2.78M 0.38%
42,868
-22,160
53
$2.76M 0.38%
58,957
-106,065
54
$2.74M 0.37%
34,014
-173,995
55
$2.7M 0.37%
77,754
-75,007
56
$2.7M 0.37%
10,410
-3,736
57
$2.65M 0.36%
15,396
+6,599
58
$2.65M 0.36%
20,534
+17,757
59
$2.63M 0.36%
72,135
-56,340
60
$2.58M 0.35%
24,824
-215,844
61
$2.57M 0.35%
299,876
+226,785
62
$2.56M 0.35%
49,559
+32,174
63
$2.56M 0.35%
119,290
+118,890
64
$2.56M 0.35%
20,782
-111,597
65
$2.53M 0.35%
68,064
+9,351
66
$2.47M 0.34%
20,347
+3,410
67
$2.46M 0.34%
41,820
-139,080
68
$2.42M 0.33%
106,566
+40,615
69
$2.42M 0.33%
99,575
+30,484
70
$2.4M 0.33%
25,519
-10,601
71
$2.4M 0.33%
20,148
-8,993
72
$2.36M 0.32%
197,733
+194,379
73
$2.35M 0.32%
32,812
+24,993
74
$2.34M 0.32%
+50,058
75
$2.29M 0.31%
+31,355
1 2
3
4 5