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
4426
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-305
4427
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-30
4428
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-382
4429
$0 ﹤0.01%
27
-7,669
4430
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4431
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-354
4432
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4433
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0
4434
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-1,100
4435
$0 ﹤0.01%
+12
4436
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4437
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-48
4438
$0 ﹤0.01%
+1
4439
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-911
4440
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-161
4441
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-1,900
4442
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4443
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4444
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4446
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-2,280
4447
$0 ﹤0.01%
+7
4448
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-10,000
4449
$0 ﹤0.01%
+1
4450
– –
-28
176 177
178
179 180