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
2876
$9K ﹤0.01%
260
-11
2877
$9K ﹤0.01%
553
+418
2878
$9K ﹤0.01%
218
-146
2879
$9K ﹤0.01%
300
2880
$9K ﹤0.01%
244
-130
2881
$9K ﹤0.01%
18
-1
2882
$9K ﹤0.01%
1,650
2883
$9K ﹤0.01%
795
-22
2884
$9K ﹤0.01%
597
+300
2885
$9K ﹤0.01%
112
-5,701
2886
$9K ﹤0.01%
345
+51
2887
$9K ﹤0.01%
285
-72
2888
$9K ﹤0.01%
245
2889
$9K ﹤0.01%
227
2890
$9K ﹤0.01%
+1,250
2891
$9K ﹤0.01%
175
-145
2892
$9K ﹤0.01%
1,100
+700
2893
$9K ﹤0.01%
331
2894
$9K ﹤0.01%
691
-7,889
2895
$9K ﹤0.01%
66
2896
$9K ﹤0.01%
700
-3,056
2897
$9K ﹤0.01%
3,864
2898
$9K ﹤0.01%
72
-2
2899
$9K ﹤0.01%
458
2900
$9K ﹤0.01%
200
114 115
116
117 118