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
2126
$1K ﹤0.01%
36
-4,160
2127
$1K ﹤0.01%
16
-5,628
2128
$1K ﹤0.01%
132
-23,201
2129
$1K ﹤0.01%
+250
2130
$1K ﹤0.01%
5
-2,039
2131
$1K ﹤0.01%
33
-217
2132
$1K ﹤0.01%
+20
2133
$1K ﹤0.01%
+50
2134
$1K ﹤0.01%
11
-220
2135
$1K ﹤0.01%
291
-803
2136
$1K ﹤0.01%
+41
2137
$1K ﹤0.01%
+25
2138
$1K ﹤0.01%
32
-856
2139
$1K ﹤0.01%
17
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2140
$1K ﹤0.01%
510
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2141
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18
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2142
$1K ﹤0.01%
12
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2143
$1K ﹤0.01%
+21
2144
$1K ﹤0.01%
17
2145
$1K ﹤0.01%
30
-13,367
2146
$1K ﹤0.01%
50
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2147
$1K ﹤0.01%
69
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2148
$1K ﹤0.01%
+1,040
2149
$1K ﹤0.01%
3
-139
2150
$1K ﹤0.01%
+14
84 85
86
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