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
951
$50K 0.01%
1,283
-1,844
952
$50K 0.01%
+5,000
953
$50K 0.01%
+351
954
$50K 0.01%
2,255
-358
955
$50K 0.01%
400
-1,438
956
$50K 0.01%
2,989
-7,289
957
$50K 0.01%
270
-1,423
958
$50K 0.01%
594
-14,417
959
$50K 0.01%
1,173
-287
960
$50K 0.01%
+4,545
961
$49K 0.01%
386
-642
962
$49K 0.01%
1,115
+31
963
$49K 0.01%
441
-903
964
$49K 0.01%
+1,953
965
$49K 0.01%
1,448
-24,758
966
$49K 0.01%
+699
967
$49K 0.01%
1,342
+315
968
$48K 0.01%
4,480
-3,703
969
$48K 0.01%
1,982
-29,713
970
$48K 0.01%
437
-803
971
$48K 0.01%
+1,876
972
$48K 0.01%
602
+444
973
$47K 0.01%
1,189
-18,628
974
$47K 0.01%
301
-469
975
$47K 0.01%
1,976
-15,796
37 38
39
40 41