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
1051
$39K 0.01%
636
-69,877
1052
$39K 0.01%
5,766
+1,780
1053
$39K 0.01%
2,738
-7,694
1054
$38K 0.01%
1,060
+560
1055
$38K 0.01%
915
-2,385
1056
$38K 0.01%
+1,000
1057
$38K 0.01%
191
-139
1058
$38K 0.01%
250
+40
1059
$38K 0.01%
2,138
-5,026
1060
$38K 0.01%
+1,250
1061
$38K 0.01%
992
-4,293
1062
$38K 0.01%
3,343
-4,000
1063
$38K 0.01%
+1,228
1064
$38K 0.01%
960
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1065
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10,000
1066
$38K 0.01%
1,550
-9,056
1067
$38K 0.01%
682
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1068
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+305
1069
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1,280
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1070
$37K 0.01%
746
-3,713
1071
$37K 0.01%
732
-6,872
1072
$37K 0.01%
823
-2,328
1073
$37K 0.01%
1,165
+1,151
1074
$37K 0.01%
4,503
-82,655
1075
$37K 0.01%
1,400
-349
41 42
43
44 45