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
2676
$13K ﹤0.01%
138
2677
$13K ﹤0.01%
211
2678
$13K ﹤0.01%
1,515
+777
2679
$13K ﹤0.01%
155
+1
2680
$13K ﹤0.01%
+227
2681
$13K ﹤0.01%
+308
2682
$13K ﹤0.01%
423
2683
$13K ﹤0.01%
190
2684
$13K ﹤0.01%
122
+3
2685
$13K ﹤0.01%
177
-93
2686
$13K ﹤0.01%
4,754
-1,529
2687
$13K ﹤0.01%
823
2688
$13K ﹤0.01%
493
2689
$13K ﹤0.01%
1,000
2690
$13K ﹤0.01%
113
-123
2691
$13K ﹤0.01%
252
2692
$13K ﹤0.01%
1,604
-3,850
2693
$12K ﹤0.01%
1,000
2694
$12K ﹤0.01%
151
-4
2695
$12K ﹤0.01%
133
2696
$12K ﹤0.01%
215
+2
2697
$12K ﹤0.01%
175
2698
$12K ﹤0.01%
1,000
2699
$12K ﹤0.01%
876
+554
2700
$12K ﹤0.01%
98
106 107
108
109 110