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
2726
$12K ﹤0.01%
650
2727
$12K ﹤0.01%
250
+5
2728
$12K ﹤0.01%
450
2729
$12K ﹤0.01%
1,298
-63
2730
$12K ﹤0.01%
342
+15
2731
$12K ﹤0.01%
146
-14
2732
$12K ﹤0.01%
168
2733
$12K ﹤0.01%
139
-4
2734
$12K ﹤0.01%
227
+86
2735
$12K ﹤0.01%
1,450
2736
$12K ﹤0.01%
200
2737
$12K ﹤0.01%
497
-83
2738
$12K ﹤0.01%
500
2739
$12K ﹤0.01%
300
2740
$12K ﹤0.01%
455
-2,947
2741
$12K ﹤0.01%
650
2742
$12K ﹤0.01%
385
2743
$12K ﹤0.01%
154
+17
2744
$12K ﹤0.01%
298
-23
2745
$12K ﹤0.01%
326
-70
2746
$12K ﹤0.01%
2,077
2747
$12K ﹤0.01%
274
2748
$11K ﹤0.01%
331
+31
2749
$11K ﹤0.01%
462
+300
2750
$11K ﹤0.01%
49
+2
108 109
110
111 112