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
176
$909K 0.12%
10,826
+6,651
177
$901K 0.12%
20,964
-9,928
178
$901K 0.12%
11,077
-16,020
179
$897K 0.12%
+29,257
180
$881K 0.12%
3,981
-13,156
181
$880K 0.12%
35,512
-23,049
182
$864K 0.12%
10,811
-55,693
183
$864K 0.12%
18,143
-92,307
184
$862K 0.12%
11,504
+770
185
$855K 0.12%
38,826
+37,176
186
$853K 0.12%
11,081
-6,246
187
$845K 0.12%
17,102
+16,962
188
$839K 0.11%
17,695
+14,643
189
$830K 0.11%
4,565
-228
190
$826K 0.11%
7,738
+6,263
191
$825K 0.11%
43,967
+43,667
192
$817K 0.11%
33,233
+4,702
193
$812K 0.11%
32,938
+25,672
194
$808K 0.11%
90,991
-180,619
195
$807K 0.11%
+15,660
196
$799K 0.11%
30,786
+27,075
197
$795K 0.11%
5,035
-6,917
198
$795K 0.11%
+24,463
199
$785K 0.11%
+15,466
200
$783K 0.11%
9,498
-2,306
6 7
8
9 10