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
2476
$18K ﹤0.01%
414
-605
2477
$18K ﹤0.01%
385
2478
$18K ﹤0.01%
1,048
-50
2479
$18K ﹤0.01%
226
2480
$18K ﹤0.01%
734
-655
2481
$18K ﹤0.01%
969
-3,303
2482
$18K ﹤0.01%
3,304
-2,172
2483
$18K ﹤0.01%
117
2484
$18K ﹤0.01%
859
+8
2485
$18K ﹤0.01%
71
-6
2486
$18K ﹤0.01%
630
2487
$18K ﹤0.01%
259
+1
2488
$18K ﹤0.01%
297
2489
$18K ﹤0.01%
119
2490
$18K ﹤0.01%
313
-4
2491
$18K ﹤0.01%
296
+130
2492
$18K ﹤0.01%
249
-50
2493
$18K ﹤0.01%
5
-15
2494
$18K ﹤0.01%
1,154
+45
2495
$18K ﹤0.01%
591
+94
2496
$18K ﹤0.01%
427
+10
2497
$18K ﹤0.01%
2,873
+662
2498
$18K ﹤0.01%
1,278
+685
2499
$18K ﹤0.01%
1,000
2500
$18K ﹤0.01%
3,048
98 99
100
101 102