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
2026
$2K ﹤0.01%
216
2027
$2K ﹤0.01%
+136
2028
$2K ﹤0.01%
62
-22
2029
$2K ﹤0.01%
+600
2030
$2K ﹤0.01%
200
-627
2031
$2K ﹤0.01%
26
-20
2032
$2K ﹤0.01%
+200
2033
$2K ﹤0.01%
+50
2034
$2K ﹤0.01%
83
-1,329
2035
$2K ﹤0.01%
40
-1,452
2036
$2K ﹤0.01%
85
-8,563
2037
$2K ﹤0.01%
1,048
-1,020
2038
$2K ﹤0.01%
31
-928
2039
$2K ﹤0.01%
72
-244
2040
$2K ﹤0.01%
+2
2041
$2K ﹤0.01%
32
-18
2042
$2K ﹤0.01%
100
+47
2043
$2K ﹤0.01%
148
-1,838
2044
$2K ﹤0.01%
60
-141,290
2045
$2K ﹤0.01%
50
-1,740
2046
$2K ﹤0.01%
19
-142
2047
$2K ﹤0.01%
+212
2048
$2K ﹤0.01%
+14
2049
$2K ﹤0.01%
43
-2,265
2050
$2K ﹤0.01%
11
-10
80 81
82
83 84