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
4401
– –
-833
4402
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-6,337
4403
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0
4404
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4405
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-4
4406
$0 ﹤0.01%
12
-738
4407
$0 ﹤0.01%
+5
4408
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-1
4409
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-1,396
4410
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-77
4411
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4412
$0 ﹤0.01%
18
-102
4413
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-8,567
4414
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14
-1,775
4415
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-1,840
4416
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-111
4417
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-1,000
4418
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4419
$0 ﹤0.01%
+12
4420
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-1
4421
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4422
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-703
4423
$0 ﹤0.01%
10
-95
4424
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-200
4425
– –
-770
175 176
177
178 179