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
801
$73K 0.01%
8,420
+2,195
802
$73K 0.01%
+344
803
$73K 0.01%
2,819
-4,263
804
$72K 0.01%
1,430
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805
$72K 0.01%
4,110
-622
806
$72K 0.01%
254
-884
807
$72K 0.01%
+2,100
808
$72K 0.01%
2,990
+1,631
809
$72K 0.01%
4,690
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810
$72K 0.01%
3,408
-68,693
811
$71K 0.01%
759
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812
$71K 0.01%
1,778
-97,306
813
$71K 0.01%
+3,458
814
$71K 0.01%
111
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815
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816
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819
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1,948
-19,511
821
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510
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$69K 0.01%
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823
$68K 0.01%
2,201
-65,619
824
$68K 0.01%
1,642
+1,574
825
$68K 0.01%
9,430
-46,663
31 32
33
34 35