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
2776
$11K ﹤0.01%
257
2777
$11K ﹤0.01%
135
+1
2778
$11K ﹤0.01%
488
-3
2779
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216
2780
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280
2781
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303
2782
$11K ﹤0.01%
+150
2783
$11K ﹤0.01%
380
2784
$11K ﹤0.01%
240
2785
$11K ﹤0.01%
100
2786
– –
0
2787
$11K ﹤0.01%
1,000
-697
2788
$11K ﹤0.01%
+8
2789
$11K ﹤0.01%
+1,673
2790
$11K ﹤0.01%
1,020
+20
2791
$11K ﹤0.01%
347
+194
2792
$11K ﹤0.01%
214
2793
$11K ﹤0.01%
+250
2794
$11K ﹤0.01%
206
-1
2795
$11K ﹤0.01%
568
2796
$11K ﹤0.01%
+298
2797
$11K ﹤0.01%
4,929
+4,000
2798
$11K ﹤0.01%
6,200
2799
$11K ﹤0.01%
604
-170
2800
$11K ﹤0.01%
200
110 111
112
113 114