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
2001
$2K ﹤0.01%
39
-1,021
2002
$2K ﹤0.01%
100
-197
2003
$2K ﹤0.01%
11
-11,029
2004
$2K ﹤0.01%
130
-6,129
2005
$2K ﹤0.01%
50
-1,895
2006
$2K ﹤0.01%
100
-900
2007
$2K ﹤0.01%
60
-57
2008
$2K ﹤0.01%
+30
2009
$2K ﹤0.01%
72
-2,521
2010
$2K ﹤0.01%
68
-1,932
2011
$2K ﹤0.01%
15
-1,752
2012
$2K ﹤0.01%
+32
2013
$2K ﹤0.01%
19
-6,678
2014
$2K ﹤0.01%
+65
2015
$2K ﹤0.01%
43
+11
2016
$2K ﹤0.01%
160
-15,880
2017
$2K ﹤0.01%
+73
2018
$2K ﹤0.01%
+77
2019
$2K ﹤0.01%
69
-5,849
2020
$2K ﹤0.01%
217
-3,373
2021
$2K ﹤0.01%
150
-617
2022
$2K ﹤0.01%
+300
2023
$2K ﹤0.01%
120
-13
2024
$2K ﹤0.01%
+25
2025
$2K ﹤0.01%
+47
79 80
81
82 83