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
3801
– –
-11
3802
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-2,565
3803
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-115
3804
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-900
3805
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-4,825
3806
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-1,400
3807
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-3,602
3808
– –
-7
3809
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-1,000
3810
$0 ﹤0.01%
18
-1,418
3811
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-1,000
3812
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-205
3813
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-7
3814
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-165
3815
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-852
3816
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-1,300
3817
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-1,600
3818
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-165
3819
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-4,160
3820
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-50
3821
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-400
3822
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-78
3823
– –
-684
3824
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-474
3825
– –
-2,029
151 152
153
154 155