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
3401
– –
-10
3402
$0 ﹤0.01%
+13
3403
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-8
3404
– –
-40,270
3405
$0 ﹤0.01%
200
-9,942
3406
– –
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3407
– –
-2,247
3408
– –
-1,185
3409
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-76
3410
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-410
3411
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3412
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-4
3413
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3414
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-18
3415
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-2,542
3416
– –
-153
3417
$0 ﹤0.01%
120
-17,477
3418
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-500
3419
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-8,743
3420
$0 ﹤0.01%
+3
3421
– –
-375
3422
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3423
$0 ﹤0.01%
10
-12
3424
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-30
3425
– –
-305
135 136
137
138 139