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
2801
$10K ﹤0.01%
144
-100
2802
$10K ﹤0.01%
410
2803
$10K ﹤0.01%
4,055
-659
2804
$10K ﹤0.01%
122
2805
$10K ﹤0.01%
102
2806
$10K ﹤0.01%
155
2807
$10K ﹤0.01%
1,207
2808
$10K ﹤0.01%
129
-900
2809
$10K ﹤0.01%
202
-8,840
2810
$10K ﹤0.01%
915
2811
$10K ﹤0.01%
294
-20,399
2812
$10K ﹤0.01%
337
+74
2813
$10K ﹤0.01%
237
-43
2814
$10K ﹤0.01%
125
-330
2815
$10K ﹤0.01%
600
2816
$10K ﹤0.01%
150
2817
$10K ﹤0.01%
287
-5
2818
$10K ﹤0.01%
202
+1
2819
$10K ﹤0.01%
517
-325
2820
$10K ﹤0.01%
2,461
-1,427
2821
$10K ﹤0.01%
+435
2822
$10K ﹤0.01%
322
-643
2823
$10K ﹤0.01%
1,059
+216
2824
$10K ﹤0.01%
600
-4,000
2825
$10K ﹤0.01%
142
111 112
113
114 115