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
151
$1.05M 0.14%
20,865
-70,122
152
$1.05M 0.14%
19,553
-39,320
153
$1.05M 0.14%
24,021
+15,139
154
$1.04M 0.14%
8,495
-7,071
155
$1.04M 0.14%
28,873
+23,514
156
$1.03M 0.14%
8,390
-55,435
157
$1.02M 0.14%
5,909
+1,592
158
$1.02M 0.14%
33,710
+25,040
159
$1.01M 0.14%
+19,964
160
$1M 0.14%
8,946
-7,002
161
$1M 0.14%
11,353
-52,417
162
$999K 0.14%
4,049
-15,443
163
$984K 0.13%
10,978
-63,733
164
$976K 0.13%
7,921
-91,899
165
$975K 0.13%
48,624
-125,326
166
$972K 0.13%
41,438
-29,888
167
$965K 0.13%
31,838
+12,957
168
$950K 0.13%
3,946
-38,942
169
$948K 0.13%
9,601
+7,123
170
$943K 0.13%
5,860
-13,229
171
$942K 0.13%
53,766
+45,963
172
$933K 0.13%
41,713
+30,559
173
$930K 0.13%
24,222
-36,078
174
$926K 0.13%
11,641
-2,690
175
$912K 0.12%
47,819
+6,220
5 6
7
8 9