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
2526
$17K ﹤0.01%
248
+19
2527
$17K ﹤0.01%
1,070
+145
2528
$17K ﹤0.01%
294
2529
$17K ﹤0.01%
498
2530
$17K ﹤0.01%
1,403
+16
2531
$17K ﹤0.01%
2,030
-1,586
2532
$17K ﹤0.01%
159
2533
$17K ﹤0.01%
200
2534
$17K ﹤0.01%
800
2535
$17K ﹤0.01%
584
2536
$16K ﹤0.01%
+1,500
2537
$16K ﹤0.01%
482
-11
2538
$16K ﹤0.01%
241
-79
2539
$16K ﹤0.01%
157
2540
$16K ﹤0.01%
300
-712
2541
$16K ﹤0.01%
500
+13
2542
$16K ﹤0.01%
340
+1
2543
$16K ﹤0.01%
442
-122
2544
$16K ﹤0.01%
1,263
-150
2545
$16K ﹤0.01%
+440
2546
$16K ﹤0.01%
333
-209
2547
$16K ﹤0.01%
3,160
2548
$16K ﹤0.01%
419
-1,507
2549
$16K ﹤0.01%
657
2550
$16K ﹤0.01%
1,000
100 101
102
103 104