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
526
$160K 0.02%
3,236
-47,326
527
$159K 0.02%
5,430
-3,501
528
$158K 0.02%
16,503
-8,251
529
$158K 0.02%
2,726
-2,394
530
$157K 0.02%
2,834
-3,714
531
$157K 0.02%
3,316
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532
$157K 0.02%
6,919
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533
$156K 0.02%
3,757
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534
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20,324
+7,716
535
$155K 0.02%
1,302
-1,805
536
$155K 0.02%
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-979
537
$155K 0.02%
+7,430
538
$154K 0.02%
11,482
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539
$153K 0.02%
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540
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533
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2,262
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366
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12,384
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545
$150K 0.02%
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546
$150K 0.02%
+5,917
547
$148K 0.02%
1,849
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548
$148K 0.02%
+9,326
549
$148K 0.02%
6,100
-41,669
550
$147K 0.02%
736
+630
20 21
22
23 24