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
2626
$14K ﹤0.01%
500
2627
$14K ﹤0.01%
162
+2
2628
$14K ﹤0.01%
146
+10
2629
$14K ﹤0.01%
5,500
2630
$14K ﹤0.01%
268
+12
2631
$14K ﹤0.01%
78
2632
$14K ﹤0.01%
312
2633
$14K ﹤0.01%
648
2634
$14K ﹤0.01%
174
+88
2635
$14K ﹤0.01%
5,500
2636
$14K ﹤0.01%
+1,000
2637
$14K ﹤0.01%
3,125
-925
2638
$14K ﹤0.01%
2,311
2639
$14K ﹤0.01%
1,087
-100
2640
$14K ﹤0.01%
82
+6
2641
$14K ﹤0.01%
194
-22
2642
$14K ﹤0.01%
122
+5
2643
$14K ﹤0.01%
315
2644
$14K ﹤0.01%
417
+400
2645
$14K ﹤0.01%
617
2646
$14K ﹤0.01%
220
2647
$14K ﹤0.01%
293
-10
2648
$14K ﹤0.01%
258
2649
$14K ﹤0.01%
137
-33
2650
$14K ﹤0.01%
275
+250
104 105
106
107 108