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
76
$2.29M 0.31%
21,882
-5,016
77
$2.26M 0.31%
42,166
-118,271
78
$2.19M 0.3%
11,437
-72,244
79
$2.18M 0.3%
43,482
+30,386
80
$2.16M 0.3%
17,080
+1,345
81
$2.16M 0.29%
+42,715
82
$2.15M 0.29%
77,865
-376,968
83
$2.13M 0.29%
13,653
-80,089
84
$2.06M 0.28%
19,163
-63,466
85
$2.01M 0.27%
23,132
-60,638
86
$1.98M 0.27%
65,460
+57,680
87
$1.94M 0.27%
+44,104
88
$1.93M 0.26%
26,099
-83,771
89
$1.91M 0.26%
8,105
-27,826
90
$1.9M 0.26%
29,609
+9,613
91
$1.85M 0.25%
56,481
-121,494
92
$1.79M 0.24%
8,905
-2,063
93
$1.75M 0.24%
191,058
+176,619
94
$1.74M 0.24%
9,175
-56,356
95
$1.64M 0.22%
35,005
-33,444
96
$1.63M 0.22%
97,160
+81,815
97
$1.61M 0.22%
119,116
+87,432
98
$1.59M 0.22%
+33,394
99
$1.59M 0.22%
8,730
-10,950
100
$1.58M 0.22%
+35,508
2 3
4
5 6