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
751
$83K 0.01%
452
-315
752
$82K 0.01%
925
-17,505
753
$82K 0.01%
3,400
-2,595
754
$82K 0.01%
2,353
-17,684
755
$82K 0.01%
241
+59
756
$82K 0.01%
2,290
+1,346
757
$81K 0.01%
4,673
+138
758
$81K 0.01%
+8,566
759
$81K 0.01%
10,057
-7,945
760
$81K 0.01%
882
-2,765
761
$81K 0.01%
+3,087
762
$81K 0.01%
4,500
+3,124
763
$81K 0.01%
1,722
-2,756
764
$81K 0.01%
+2,584
765
$81K 0.01%
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766
$80K 0.01%
6,450
-26,781
767
$80K 0.01%
8,128
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768
$80K 0.01%
1,472
+261
769
$80K 0.01%
2,839
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770
$80K 0.01%
907
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771
$80K 0.01%
4,722
+1,909
772
$79K 0.01%
4,399
-1,799
773
$79K 0.01%
+454
774
$79K 0.01%
3,076
-24,754
775
$78K 0.01%
1,743
-5,924
29 30
31
32 33