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
451
$212K 0.03%
1,975
+1,482
452
$211K 0.03%
3,007
-17,135
453
$211K 0.03%
4,890
+3,840
454
$210K 0.03%
4,575
+4,219
455
$208K 0.03%
1,382
-815
456
$207K 0.03%
2,353
-3,975
457
$206K 0.03%
1,565
-1,633
458
$205K 0.03%
5,516
-15,338
459
$204K 0.03%
6,687
-771
460
$204K 0.03%
5,102
-22,563
461
$203K 0.03%
2,442
-29,120
462
$203K 0.03%
+3,242
463
$203K 0.03%
3,400
-3,967
464
$202K 0.03%
6,744
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465
$202K 0.03%
2,294
-10,325
466
$202K 0.03%
4,017
-34,570
467
$201K 0.03%
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468
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13,300
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469
$201K 0.03%
5,743
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470
$200K 0.03%
2,967
-30,271
471
$200K 0.03%
1,696
-757
472
$200K 0.03%
3,722
-10,182
473
$199K 0.03%
4,359
-23,627
474
$199K 0.03%
8,030
-30,016
475
$198K 0.03%
1,542
-522
17 18
19
20 21