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
2176
$1K ﹤0.01%
25
-1,115
2177
$1K ﹤0.01%
25
-432
2178
$1K ﹤0.01%
16
-2,425
2179
$1K ﹤0.01%
79
-3,762
2180
$1K ﹤0.01%
+26
2181
$1K ﹤0.01%
22
-312
2182
$1K ﹤0.01%
11
-322
2183
$1K ﹤0.01%
+16
2184
$1K ﹤0.01%
59
-514
2185
$1K ﹤0.01%
+24
2186
$1K ﹤0.01%
60
-110
2187
$1K ﹤0.01%
45
-211
2188
$1K ﹤0.01%
9
-23
2189
$1K ﹤0.01%
39
-12,461
2190
$1K ﹤0.01%
10
-4,271
2191
$1K ﹤0.01%
557
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2192
$1K ﹤0.01%
6
-52
2193
$1K ﹤0.01%
68
-3,742
2194
$1K ﹤0.01%
5
2195
$1K ﹤0.01%
+30
2196
$1K ﹤0.01%
257
2197
$1K ﹤0.01%
13
-2,391
2198
$1K ﹤0.01%
2,000
-12,689
2199
$1K ﹤0.01%
200
-200
2200
$1K ﹤0.01%
620
-4,500
86 87
88
89 90