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
4301
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-509
4302
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4303
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4304
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4305
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4306
$0 ﹤0.01%
26
-147
4307
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-86
4308
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-5,600
4309
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-47,597
4310
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4311
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0
4312
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4313
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-1,082
4314
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-33,831
4315
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-3,422
4316
$0 ﹤0.01%
17
-2,218
4317
$0 ﹤0.01%
75
-506
4318
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-100
4319
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-200
4320
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-83
4321
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4322
– –
-6,394
4323
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-1,200
4324
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-709
4325
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-35
171 172
173
174 175