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
1626
$9K ﹤0.01%
397
-49,656
1627
$9K ﹤0.01%
227
+27
1628
$9K ﹤0.01%
164
-14
1629
$9K ﹤0.01%
+347
1630
$9K ﹤0.01%
+179
1631
$9K ﹤0.01%
+429
1632
$9K ﹤0.01%
+710
1633
$8K ﹤0.01%
258
-986
1634
$8K ﹤0.01%
+223
1635
$8K ﹤0.01%
411
+289
1636
$8K ﹤0.01%
200
-1,112
1637
$8K ﹤0.01%
400
-800
1638
$8K ﹤0.01%
229
-31,532
1639
$8K ﹤0.01%
125
+25
1640
$8K ﹤0.01%
449
-4,420
1641
$8K ﹤0.01%
400
-1,975
1642
$8K ﹤0.01%
350
-3,943
1643
$8K ﹤0.01%
124
-253
1644
$8K ﹤0.01%
100
-198
1645
$8K ﹤0.01%
329
+166
1646
$8K ﹤0.01%
+215
1647
$8K ﹤0.01%
+1
1648
$8K ﹤0.01%
212
-62,534
1649
$8K ﹤0.01%
+400
1650
$8K ﹤0.01%
+10,464
64 65
66
67 68