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
2901
$9K ﹤0.01%
150
-2,347
2902
$9K ﹤0.01%
150
-152
2903
$9K ﹤0.01%
3,071
2904
$9K ﹤0.01%
594
2905
$9K ﹤0.01%
48
-24
2906
$9K ﹤0.01%
700
-5,000
2907
$9K ﹤0.01%
2,500
2908
$9K ﹤0.01%
434
-33
2909
$9K ﹤0.01%
588
+21
2910
$9K ﹤0.01%
550
2911
$9K ﹤0.01%
774
-83
2912
$9K ﹤0.01%
577
+22
2913
$9K ﹤0.01%
1,437
+1,427
2914
$9K ﹤0.01%
533
+25
2915
$9K ﹤0.01%
200
2916
$8K ﹤0.01%
484
2917
$8K ﹤0.01%
41
2918
$8K ﹤0.01%
842
+2
2919
$8K ﹤0.01%
400
-247
2920
$8K ﹤0.01%
265
2921
$8K ﹤0.01%
500
2922
$8K ﹤0.01%
350
2923
$8K ﹤0.01%
239
+25
2924
$8K ﹤0.01%
+876
2925
$8K ﹤0.01%
+400
115 116
117
118 119