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
901
$57K 0.01%
1,349
+552
902
$56K 0.01%
5,640
-23,538
903
$56K 0.01%
1,087
-11,935
904
$56K 0.01%
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905
$56K 0.01%
3,570
-2,210
906
$56K 0.01%
+687
907
$56K 0.01%
1,012
-8,173
908
$55K 0.01%
6,600
-50,774
909
$55K 0.01%
4,700
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910
$55K 0.01%
+2,587
911
$55K 0.01%
4,341
+2,705
912
$55K 0.01%
+2,300
913
$55K 0.01%
+2,944
914
$55K 0.01%
+2,448
915
$54K 0.01%
1,365
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916
$54K 0.01%
525
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386
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918
$54K 0.01%
739
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919
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799
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920
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647
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921
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922
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4,700
+1,441
923
$53K 0.01%
5,507
-23,128
924
$53K 0.01%
1,882
+1,042
925
$53K 0.01%
1,048
-59
35 36
37
38 39