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
2201
$1K ﹤0.01%
+72
2202
$1K ﹤0.01%
300
-61
2203
$1K ﹤0.01%
+10
2204
$1K ﹤0.01%
+40
2205
$1K ﹤0.01%
+28
2206
$1K ﹤0.01%
4
-30
2207
$1K ﹤0.01%
50
-16,737
2208
$1K ﹤0.01%
26
-1,170
2209
$1K ﹤0.01%
9
-1
2210
$1K ﹤0.01%
25
-149,085
2211
$1K ﹤0.01%
+1
2212
$1K ﹤0.01%
50
-1,870
2213
$1K ﹤0.01%
+10
2214
$1K ﹤0.01%
+68
2215
$1K ﹤0.01%
124
-18,098
2216
$1K ﹤0.01%
+20
2217
$1K ﹤0.01%
175
-9,266
2218
$1K ﹤0.01%
+40
2219
$1K ﹤0.01%
28
-194
2220
$1K ﹤0.01%
10
-207
2221
– –
-1,031
2222
$0 ﹤0.01%
17
-12,592
2223
– –
-602
2224
– –
-8,008
2225
– –
-1,200
87 88
89
90 91