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
3351
– –
-6
3352
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-2,228
3353
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-4
3354
$0 ﹤0.01%
95
-14,000
3355
$0 ﹤0.01%
40
-1,667
3356
– –
-49
3357
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-2,867
3358
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-1
3359
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-2
3360
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-374
3361
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-420
3362
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-785
3363
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-4,000
3364
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-49
3365
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-127
3366
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-2,410
3367
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-160
3368
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-8,884
3369
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-1,600
3370
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-39
3371
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-150
3372
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-4,684
3373
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-33
3374
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-475
3375
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-6,497
133 134
135
136 137