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
$2.45B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,164
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.69M
3
+$4.06M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.6M

Top Sells

1
+$8.55M
2
+$5.11M
3
+$4.13M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.88M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.76M

Sector Composition

1 Technology 6.6%
2 Healthcare 5.57%
3 Financials 5.36%
4 Consumer Discretionary 4.27%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.37M 0.1%
126,966
+99,111
227
$2.36M 0.1%
21,837
-4,745
228
$2.35M 0.1%
30,321
-1,324
229
$2.34M 0.1%
7,370
-1,292
230
$2.32M 0.09%
44,695
-2,425
231
$2.28M 0.09%
46,148
+4,156
232
$2.23M 0.09%
39,500
-18,236
233
$2.19M 0.09%
56,789
-1,281
234
$2.19M 0.09%
24,293
-3,667
235
$2.19M 0.09%
43,601
+13,077
236
$2.19M 0.09%
48,914
+439
237
$2.18M 0.09%
31,109
+15
238
$2.16M 0.09%
66,811
-14,849
239
$2.16M 0.09%
94,524
+4,432
240
$2.16M 0.09%
21,869
+574
241
$2.15M 0.09%
24,517
+1,572
242
$2.15M 0.09%
26,969
+2,681
243
$2.15M 0.09%
55,649
+17,970
244
$2.14M 0.09%
28,727
-230
245
$2.12M 0.09%
34,888
+3,770
246
$2.09M 0.09%
116,875
-1,468
247
$2.08M 0.08%
8,629
+507
248
$2.08M 0.08%
4,267
+642
249
$2.07M 0.08%
108,397
-15,927
250
$2.07M 0.08%
32,180
-2,344
8 9
10
11 12