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
1001
$44K 0.01%
2,089
+1,901
1002
$44K 0.01%
+1,824
1003
$44K 0.01%
4,294
-7,804
1004
$44K 0.01%
635
+45
1005
$43K 0.01%
531
-8,898
1006
$43K 0.01%
1,000
-4,599
1007
$43K 0.01%
466
-1,342
1008
$43K 0.01%
2,046
-5,874
1009
$43K 0.01%
795
+695
1010
$43K 0.01%
430
-13,763
1011
$43K 0.01%
4,779
-36,747
1012
$43K 0.01%
1,788
-2,888
1013
$43K 0.01%
1,539
-4,686
1014
$43K 0.01%
386
-2,161
1015
$42K 0.01%
368
-3,995
1016
$42K 0.01%
1,000
+979
1017
$42K 0.01%
450
+327
1018
$42K 0.01%
+2,100
1019
$42K 0.01%
+2,234
1020
$41K 0.01%
420
+35
1021
$41K 0.01%
608
-6,616
1022
$41K 0.01%
668
-12,736
1023
$41K 0.01%
1,770
-27,872
1024
$41K 0.01%
925
-465
1025
$41K 0.01%
+2,954
39 40
41
42 43