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
2701
$12K ﹤0.01%
88
+12
2702
$12K ﹤0.01%
188
+25
2703
$12K ﹤0.01%
1,686
-2,962
2704
$12K ﹤0.01%
1,400
+400
2705
$12K ﹤0.01%
215
-55
2706
$12K ﹤0.01%
172
2707
$12K ﹤0.01%
136
2708
$12K ﹤0.01%
175
2709
$12K ﹤0.01%
188
2710
$12K ﹤0.01%
+400
2711
$12K ﹤0.01%
335
+100
2712
$12K ﹤0.01%
625
+390
2713
$12K ﹤0.01%
757
2714
$12K ﹤0.01%
710
2715
$12K ﹤0.01%
332
2716
$12K ﹤0.01%
303
+23
2717
$12K ﹤0.01%
222
2718
$12K ﹤0.01%
150
-372
2719
$12K ﹤0.01%
2,200
+200
2720
$12K ﹤0.01%
19
2721
$12K ﹤0.01%
605
2722
$12K ﹤0.01%
169
+4
2723
$12K ﹤0.01%
4,483
2724
$12K ﹤0.01%
221
-727
2725
$12K ﹤0.01%
1,036
-2,350
107 108
109
110 111