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
201
$775K 0.11%
22,744
+20,704
202
$770K 0.11%
14,246
-4,854
203
$769K 0.11%
23,668
+18,093
204
$767K 0.1%
9,568
-50,834
205
$765K 0.1%
9,592
-2,400
206
$756K 0.1%
+21,901
207
$750K 0.1%
14,530
-14,376
208
$747K 0.1%
32,090
+31,195
209
$745K 0.1%
6,880
-46,333
210
$744K 0.1%
+27,843
211
$743K 0.1%
4,849
-20,346
212
$742K 0.1%
17,716
-4,560
213
$741K 0.1%
15,896
-34,096
214
$732K 0.1%
25,374
+18,930
215
$720K 0.1%
9,984
-36,474
216
$718K 0.1%
5,728
+1,998
217
$715K 0.1%
13,936
-1,297
218
$714K 0.1%
4,740
-13,988
219
$710K 0.1%
+27,455
220
$704K 0.1%
11,833
-20,874
221
$697K 0.1%
23,040
-44,945
222
$697K 0.1%
2,310
-4,538
223
$696K 0.1%
8,290
+397
224
$696K 0.1%
43,352
+37,252
225
$695K 0.09%
8,022
-13,727
7 8
9
10 11