IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$31.9M 4.36%
112,986
+20,072
2
$20.1M 2.75%
111,957
-69,949
3
$16.1M 2.2%
269,355
+268,604
4
$15.9M 2.18%
335,880
-1,021,076
5
$15.4M 2.1%
405,240
+79,850
6
$15.2M 2.08%
53,427
+1,486
7
$11.1M 1.51%
286,520
+195,500
8
$10.6M 1.45%
122,198
-7,965
9
$8.34M 1.14%
76,449
-5,977
10
$8.2M 1.12%
91,680
-105,100
11
$8.08M 1.1%
55,848
-213,222
12
$7.81M 1.07%
88,255
+84,596
13
$7.75M 1.06%
127,569
+81,110
14
$7.41M 1.01%
300,027
+253,208
15
$7.34M 1%
+133,127
16
$6.94M 0.95%
+135,299
17
$6.75M 0.92%
234,029
+232,192
18
$6.21M 0.85%
275,119
+163,767
19
$6.21M 0.85%
151,976
+58,029
20
$5.95M 0.81%
117,041
+101,792
21
$4.87M 0.66%
35,029
+18,076
22
$4.86M 0.66%
28,978
-41,047
23
$4.71M 0.64%
48,013
+1,182
24
$4.33M 0.59%
42,824
-54,423
25
$4.11M 0.56%
61,348
+19,551
1
2 3 4 5