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
876
$59K 0.01%
2,382
-16,842
877
$59K 0.01%
1,450
-31,513
878
$59K 0.01%
3,606
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879
$59K 0.01%
750
+718
880
$59K 0.01%
4,318
+3,718
881
$59K 0.01%
1,078
+645
882
$59K 0.01%
+2,010
883
$59K 0.01%
1,242
-54,312
884
$59K 0.01%
2,890
+2,390
885
$58K 0.01%
4,300
+4,067
886
$58K 0.01%
1,869
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887
$58K 0.01%
264
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888
$58K 0.01%
+951
889
$58K 0.01%
389
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890
$58K 0.01%
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$58K 0.01%
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892
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232
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4,061
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895
$57K 0.01%
1,770
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$57K 0.01%
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897
$57K 0.01%
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898
$57K 0.01%
953
-6,112
899
$57K 0.01%
357
-5,597
900
$57K 0.01%
1,142
-402
34 35
36
37 38