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
2451
– –
-374
2452
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-3,922
2453
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-205
2454
$0 ﹤0.01%
254
-146
2455
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-24
2456
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-681
2457
$0 ﹤0.01%
+157
2458
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-30
2459
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-1,351
2460
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-2,008
2461
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-642
2462
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-200
2463
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-18
2464
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-29,668
2465
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-14,350
2466
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-400
2467
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-58,194
2468
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-35,784
2469
$0 ﹤0.01%
35,500
-20,290
2470
– –
-6,150
2471
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-3,333
2472
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-6,000
2473
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-600
2474
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-335
2475
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-932
97 98
99
100 101