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
2551
$16K ﹤0.01%
234
2552
$16K ﹤0.01%
250
-789
2553
$16K ﹤0.01%
1,000
2554
$16K ﹤0.01%
327
+25
2555
$16K ﹤0.01%
1,027
+190
2556
$16K ﹤0.01%
469
2557
$16K ﹤0.01%
95
+12
2558
$16K ﹤0.01%
605
2559
$16K ﹤0.01%
+214
2560
$16K ﹤0.01%
325
+125
2561
$16K ﹤0.01%
1,200
2562
$16K ﹤0.01%
400
-300
2563
$16K ﹤0.01%
1,185
2564
$16K ﹤0.01%
249
+243
2565
$16K ﹤0.01%
60
2566
$16K ﹤0.01%
298
-52
2567
$16K ﹤0.01%
1,535
-195
2568
$16K ﹤0.01%
706
+37
2569
$16K ﹤0.01%
496
2570
$16K ﹤0.01%
1,460
2571
$16K ﹤0.01%
500
-25
2572
$16K ﹤0.01%
425
-174
2573
$16K ﹤0.01%
2,572
-664
2574
$16K ﹤0.01%
686
2575
$16K ﹤0.01%
609
101 102
103
104 105