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
2826
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-1,471
2827
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-787
2828
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-2,000
2829
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-24,104
2830
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2831
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-203
2832
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-551
2833
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-92
2834
$0 ﹤0.01%
+3,000
2835
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-3,042
2836
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-1,890
2837
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-3,160
2838
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-6,491
2839
$0 ﹤0.01%
+67
2840
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-18
2841
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-1,670
2842
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2843
$0 ﹤0.01%
+22
2844
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2845
$0 ﹤0.01%
+50
2846
$0 ﹤0.01%
+400
2847
$0 ﹤0.01%
+500
2848
– –
-250
2849
$0 ﹤0.01%
+1,000
2850
– –
-471
112 113
114
115 116