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
2651
$14K ﹤0.01%
378
-143
2652
$14K ﹤0.01%
207
+69
2653
$14K ﹤0.01%
+384
2654
$13K ﹤0.01%
365
-60
2655
$13K ﹤0.01%
121
+7
2656
$13K ﹤0.01%
902
-500
2657
$13K ﹤0.01%
677
2658
$13K ﹤0.01%
140
+100
2659
$13K ﹤0.01%
527
2660
$13K ﹤0.01%
97
2661
$13K ﹤0.01%
242
2662
$13K ﹤0.01%
699
-5,950
2663
$13K ﹤0.01%
386
-3,136
2664
$13K ﹤0.01%
+1,000
2665
$13K ﹤0.01%
500
2666
$13K ﹤0.01%
1,792
+149
2667
$13K ﹤0.01%
545
2668
$13K ﹤0.01%
400
+200
2669
$13K ﹤0.01%
+667
2670
$13K ﹤0.01%
1,097
+97
2671
$13K ﹤0.01%
376
+1
2672
$13K ﹤0.01%
269
-2,933
2673
$13K ﹤0.01%
150
2674
$13K ﹤0.01%
175
+119
2675
$13K ﹤0.01%
240
105 106
107
108 109