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
3576
– –
-2
3577
$0 ﹤0.01%
2
-94
3578
– –
-65
3579
$0 ﹤0.01%
14
-1,381
3580
$0 ﹤0.01%
+2
3581
– –
-890
3582
– –
-23,005
3583
– –
-533
3584
– –
-775
3585
– –
-2,273
3586
– –
-300
3587
– –
-1,250
3588
– –
-4,077
3589
– –
-867
3590
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-200
3591
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-135
3592
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-75
3593
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-262
3594
– –
-5,865
3595
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-20
3596
– –
-1,357
3597
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-280
3598
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-700
3599
– –
-65
3600
– –
-3,500
142 143
144
145 146