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
826
$68K 0.01%
2,250
-7,584
827
$68K 0.01%
+2,210
828
$68K 0.01%
1,133
-4,232
829
$67K 0.01%
10,137
+9,270
830
$67K 0.01%
+2,342
831
$67K 0.01%
2,477
+1,041
832
$66K 0.01%
1,530
-10,840
833
$66K 0.01%
6,938
-869
834
$66K 0.01%
711
+117
835
$66K 0.01%
878
-7,988
836
$66K 0.01%
331
-6,949
837
$66K 0.01%
+1,402
838
$66K 0.01%
+2,200
839
$65K 0.01%
1,281
+1
840
$65K 0.01%
1,064
-5,360
841
$65K 0.01%
1,735
-7,201
842
$65K 0.01%
1,810
843
$64K 0.01%
1,924
-703
844
$64K 0.01%
2,633
+44
845
$64K 0.01%
4,070
+1,028
846
$64K 0.01%
1,543
+1,502
847
$64K 0.01%
630
-6,557
848
$64K 0.01%
3,065
+1,064
849
$64K 0.01%
2,779
-18,471
850
$64K 0.01%
3,924
-2,977
32 33
34
35 36