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
101
$1.58M 0.22%
+32,794
102
$1.57M 0.21%
47,597
+47,172
103
$1.56M 0.21%
49,901
-19,498
104
$1.54M 0.21%
28,516
-95,589
105
$1.53M 0.21%
14,367
-79,426
106
$1.53M 0.21%
38,036
-230,887
107
$1.53M 0.21%
25,946
-11,092
108
$1.52M 0.21%
26,430
+22,286
109
$1.5M 0.21%
31,100
-94,860
110
$1.48M 0.2%
44,142
+42,452
111
$1.44M 0.2%
8,151
-2,836
112
$1.41M 0.19%
9,316
-93,580
113
$1.4M 0.19%
+24,725
114
$1.39M 0.19%
+23,823
115
$1.38M 0.19%
13,594
-8,596
116
$1.36M 0.19%
12,272
-8,338
117
$1.34M 0.18%
+44,854
118
$1.34M 0.18%
53,940
-97,716
119
$1.34M 0.18%
38,679
+34,722
120
$1.34M 0.18%
36,489
-317,477
121
$1.31M 0.18%
36,620
-317,920
122
$1.29M 0.18%
7,705
-10,806
123
$1.27M 0.17%
84,796
+69,756
124
$1.26M 0.17%
+152,464
125
$1.25M 0.17%
+49,807
3 4
5
6 7