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
2501
$18K ﹤0.01%
605
+125
2502
$18K ﹤0.01%
2,242
+1,441
2503
$18K ﹤0.01%
7,036
2504
$18K ﹤0.01%
1,270
+570
2505
$17K ﹤0.01%
275
2506
$17K ﹤0.01%
487
+350
2507
$17K ﹤0.01%
181
2508
$17K ﹤0.01%
200
-1,437
2509
$17K ﹤0.01%
1,280
2510
$17K ﹤0.01%
370
+1
2511
$17K ﹤0.01%
461
-8
2512
$17K ﹤0.01%
150
-375
2513
$17K ﹤0.01%
222
+7
2514
$17K ﹤0.01%
+300
2515
$17K ﹤0.01%
410
+200
2516
$17K ﹤0.01%
182
+170
2517
$17K ﹤0.01%
206
+4
2518
$17K ﹤0.01%
31
2519
$17K ﹤0.01%
1,829
+667
2520
$17K ﹤0.01%
2,769
+765
2521
$17K ﹤0.01%
700
+400
2522
$17K ﹤0.01%
1,631
+42
2523
$17K ﹤0.01%
191
+4
2524
$17K ﹤0.01%
370
+76
2525
$17K ﹤0.01%
+750
99 100
101
102 103