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
251
$2.06M 0.08%
69,076
-3,584
252
$2.05M 0.08%
36,118
+1,228
253
$2.05M 0.08%
23,255
+1,034
254
$2.04M 0.08%
39,648
-3,957
255
$2.04M 0.08%
15,723
+1,756
256
$2.03M 0.08%
26,414
+25,914
257
$2.03M 0.08%
15,823
+4
258
$2.02M 0.08%
18,872
+1,058
259
$2M 0.08%
9,928
+545
260
$2M 0.08%
7,405
+1,695
261
$1.99M 0.08%
23,972
-29,361
262
$1.97M 0.08%
61,457
+6,134
263
$1.97M 0.08%
35,536
-132
264
$1.97M 0.08%
28,667
+320
265
$1.96M 0.08%
36,122
+1,190
266
$1.96M 0.08%
41,364
-12,092
267
$1.95M 0.08%
40,200
+584
268
$1.93M 0.08%
39,930
+8,216
269
$1.93M 0.08%
24,145
+769
270
$1.92M 0.08%
6
+1
271
$1.91M 0.08%
21,609
-2,155
272
$1.88M 0.08%
53,890
+37,031
273
$1.87M 0.08%
68,656
-14,380
274
$1.87M 0.08%
9,057
-1,778
275
$1.87M 0.08%
201,900
+22,895
9 10
11
12 13