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
2826
$10K ﹤0.01%
555
-150
2827
$10K ﹤0.01%
550
2828
$10K ﹤0.01%
401
2829
$10K ﹤0.01%
2,000
+1,000
2830
$10K ﹤0.01%
630
+416
2831
$10K ﹤0.01%
1,931
+100
2832
$10K ﹤0.01%
346
2833
$10K ﹤0.01%
899
-5,207
2834
$10K ﹤0.01%
179
-1,056
2835
$10K ﹤0.01%
174
2836
$10K ﹤0.01%
377
+375
2837
$10K ﹤0.01%
335
2838
$10K ﹤0.01%
234
2839
$10K ﹤0.01%
2,200
+100
2840
$10K ﹤0.01%
133
2841
$10K ﹤0.01%
2,916
-58
2842
$10K ﹤0.01%
200
2843
$10K ﹤0.01%
507
2844
$10K ﹤0.01%
907
+10
2845
$10K ﹤0.01%
276
+190
2846
$10K ﹤0.01%
404
2847
$10K ﹤0.01%
138
+1
2848
$10K ﹤0.01%
+10,000
2849
$10K ﹤0.01%
361
2850
$10K ﹤0.01%
400
112 113
114
115 116