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
2576
$16K ﹤0.01%
158
-41
2577
$16K ﹤0.01%
388
2578
$15K ﹤0.01%
600
-750
2579
$15K ﹤0.01%
188
+41
2580
$15K ﹤0.01%
132
2581
$15K ﹤0.01%
151
-108
2582
$15K ﹤0.01%
384
2583
$15K ﹤0.01%
233
2584
$15K ﹤0.01%
475
2585
$15K ﹤0.01%
520
+329
2586
$15K ﹤0.01%
4,207
+303
2587
$15K ﹤0.01%
1,120
2588
$15K ﹤0.01%
196
+8
2589
$15K ﹤0.01%
100
-5
2590
$15K ﹤0.01%
+500
2591
$15K ﹤0.01%
1,475
-312
2592
$15K ﹤0.01%
+200
2593
$15K ﹤0.01%
+240
2594
$15K ﹤0.01%
498
2595
$15K ﹤0.01%
57
-36
2596
$15K ﹤0.01%
274
2597
$15K ﹤0.01%
1,297
-22,801
2598
$15K ﹤0.01%
107
2599
$15K ﹤0.01%
+400
2600
$15K ﹤0.01%
96
102 103
104
105 106