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
3826
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-1,600
3827
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-7,075
3828
$0 ﹤0.01%
61
-652
3829
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-1,077
3830
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-500
3831
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-8,500
3832
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-9,000
3833
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-9
3834
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-248
3835
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-2,700
3836
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3837
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3838
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3839
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-700
3840
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-520
3841
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-1,675
3842
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3843
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-517
3844
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-2,103
3845
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-471
3846
$0 ﹤0.01%
12
-1,193,820
3847
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-2,365
3848
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-6,218
3849
– –
-8,478
3850
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-580
152 153
154
155 156