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
2751
$11K ﹤0.01%
667
-130
2752
$11K ﹤0.01%
889
+77
2753
$11K ﹤0.01%
662
-91
2754
$11K ﹤0.01%
413
2755
$11K ﹤0.01%
1,257
-798
2756
$11K ﹤0.01%
710
2757
$11K ﹤0.01%
382
-2,220
2758
$11K ﹤0.01%
191
-9
2759
$11K ﹤0.01%
185
+10
2760
$11K ﹤0.01%
536
-412
2761
$11K ﹤0.01%
500
2762
$11K ﹤0.01%
100
2763
$11K ﹤0.01%
289
-235
2764
$11K ﹤0.01%
749
2765
$11K ﹤0.01%
357
-199
2766
$11K ﹤0.01%
318
+1
2767
$11K ﹤0.01%
1,500
2768
$11K ﹤0.01%
934
+37
2769
$11K ﹤0.01%
295
-34
2770
$11K ﹤0.01%
300
2771
$11K ﹤0.01%
+350
2772
$11K ﹤0.01%
578
+3
2773
$11K ﹤0.01%
825
-3,000
2774
$11K ﹤0.01%
+300
2775
$11K ﹤0.01%
406
+6
109 110
111
112 113