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
126
$1.23M 0.17%
9,750
+9,111
127
$1.21M 0.17%
33,916
-2,104
128
$1.21M 0.16%
4,657
-3,964
129
$1.2M 0.16%
10,842
-16,730
130
$1.2M 0.16%
12,078
-14,106
131
$1.19M 0.16%
81,685
+34,616
132
$1.19M 0.16%
12,747
-11,234
133
$1.19M 0.16%
28,050
-88,566
134
$1.18M 0.16%
27,440
-96,236
135
$1.18M 0.16%
22,473
-16,642
136
$1.18M 0.16%
28,627
+4,592
137
$1.16M 0.16%
22,377
-101,600
138
$1.15M 0.16%
10,772
-12,622
139
$1.15M 0.16%
+38,526
140
$1.14M 0.16%
20,370
+10,485
141
$1.14M 0.16%
8,332
-26,548
142
$1.13M 0.15%
3,260
-26,361
143
$1.12M 0.15%
7,141
-55,970
144
$1.12M 0.15%
19,692
+19,572
145
$1.1M 0.15%
9,326
+9,318
146
$1.09M 0.15%
104,063
-39,533
147
$1.07M 0.15%
7,952
-30,834
148
$1.07M 0.15%
11,630
-116,656
149
$1.06M 0.14%
46,840
+34,210
150
$1.06M 0.14%
21,830
-101,927
4 5
6
7 8