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
1926
$3K ﹤0.01%
+106
1927
$3K ﹤0.01%
+167
1928
$3K ﹤0.01%
+52
1929
$3K ﹤0.01%
28
-12
1930
$3K ﹤0.01%
301
-533
1931
$3K ﹤0.01%
+302
1932
$3K ﹤0.01%
+1,026
1933
$3K ﹤0.01%
125
-759
1934
$3K ﹤0.01%
+81
1935
$3K ﹤0.01%
66
-35,262
1936
$3K ﹤0.01%
+100
1937
$3K ﹤0.01%
+336
1938
$3K ﹤0.01%
100
-15,419
1939
$3K ﹤0.01%
29
1940
$3K ﹤0.01%
100
-2,006
1941
$3K ﹤0.01%
+302
1942
$3K ﹤0.01%
18
-1,504
1943
$3K ﹤0.01%
100
+4
1944
$3K ﹤0.01%
+50
1945
$3K ﹤0.01%
41
+14
1946
$3K ﹤0.01%
58
-362
1947
$3K ﹤0.01%
28
-3,683
1948
$3K ﹤0.01%
65
+37
1949
$3K ﹤0.01%
40
-8,045
1950
$3K ﹤0.01%
32
-142
76 77
78
79 80