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
726
$88K 0.01%
520
-694
727
$88K 0.01%
2,116
-1,962
728
$88K 0.01%
1,613
-3,648
729
$88K 0.01%
+1,565
730
$88K 0.01%
1,429
-1,198
731
$87K 0.01%
401
-1,183
732
$87K 0.01%
3,964
-1,123
733
$87K 0.01%
16,037
+15,537
734
$86K 0.01%
3,465
+1,452
735
$86K 0.01%
4,835
+526
736
$86K 0.01%
+1,360
737
$86K 0.01%
3,276
+10
738
$85K 0.01%
4,581
-15,311
739
$85K 0.01%
+2,355
740
$84K 0.01%
1,908
+1,744
741
$84K 0.01%
2,651
-1,453
742
$84K 0.01%
+1,088
743
$84K 0.01%
240
-2,717
744
$84K 0.01%
6,000
-16,397
745
$83K 0.01%
+4,065
746
$83K 0.01%
1,165
+253
747
$83K 0.01%
1,164
-3,616
748
$83K 0.01%
1,153
-528
749
$83K 0.01%
1,414
+774
750
$83K 0.01%
463
-19,455
28 29
30
31 32