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
851
$64K 0.01%
5,458
-16,572
852
$64K 0.01%
620
+520
853
$64K 0.01%
1,326
+1,169
854
$64K 0.01%
221
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855
$63K 0.01%
628
-2,183
856
$63K 0.01%
2,637
-4,897
857
$63K 0.01%
+10,529
858
$62K 0.01%
3,826
-131
859
$62K 0.01%
1,400
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860
$62K 0.01%
835
-349
861
$62K 0.01%
4,732
-9,710
862
$62K 0.01%
1,336
-7,415
863
$62K 0.01%
595
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864
$62K 0.01%
2,700
-3,565
865
$62K 0.01%
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870
$61K 0.01%
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871
$61K 0.01%
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872
$60K 0.01%
1,818
-396
873
$60K 0.01%
+1,500
874
$60K 0.01%
1,705
-138,567
875
$60K 0.01%
+3,212
33 34
35
36 37