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
776
$78K 0.01%
6,469
-10,412
777
$78K 0.01%
460
-1,065
778
$77K 0.01%
3,083
-13,268
779
$77K 0.01%
556
-976
780
$77K 0.01%
2,541
+1,712
781
$76K 0.01%
3,427
-32,103
782
$76K 0.01%
467
-2,673
783
$76K 0.01%
2,873
-822
784
$76K 0.01%
+3,700
785
$76K 0.01%
4,100
-2,826
786
$76K 0.01%
279
-8,417
787
$76K 0.01%
1,801
-3
788
$76K 0.01%
761
-4,978
789
$75K 0.01%
7,425
+6,225
790
$75K 0.01%
2,101
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791
$75K 0.01%
1,752
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792
$75K 0.01%
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793
$74K 0.01%
400
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794
$74K 0.01%
1,526
-1,558
795
$74K 0.01%
1,554
-18,924
796
$74K 0.01%
1,364
-2,325
797
$74K 0.01%
1,951
+1,899
798
$73K 0.01%
1,893
-5,266
799
$73K 0.01%
+3,050
800
$73K 0.01%
+3,802
30 31
32
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