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
3876
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-5,000
3877
$0 ﹤0.01%
15
-4,147
3878
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3879
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3880
$0 ﹤0.01%
9
-4
3881
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3882
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-4,700
3883
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-1,004
3884
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3885
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3886
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-235
3887
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-127
3888
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-5,023
3889
$0 ﹤0.01%
15
-948
3890
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-77
3891
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-251
3892
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3893
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3894
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3895
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-5
3896
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-1,670
3897
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3898
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-25
3899
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3900
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154 155
156
157 158