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
2926
$8K ﹤0.01%
+784
2927
$8K ﹤0.01%
103
-14
2928
$8K ﹤0.01%
42
2929
$8K ﹤0.01%
500
2930
$8K ﹤0.01%
1,000
2931
$8K ﹤0.01%
250
+1
2932
$8K ﹤0.01%
500
-506
2933
$8K ﹤0.01%
+900
2934
$8K ﹤0.01%
566
+300
2935
$8K ﹤0.01%
326
2936
$8K ﹤0.01%
68
2937
$8K ﹤0.01%
348
+24
2938
$8K ﹤0.01%
400
2939
$8K ﹤0.01%
400
+385
2940
$8K ﹤0.01%
150
2941
$8K ﹤0.01%
1,550
+72
2942
$8K ﹤0.01%
500
+380
2943
$8K ﹤0.01%
544
2944
$8K ﹤0.01%
205
2945
$8K ﹤0.01%
3
2946
$8K ﹤0.01%
500
2947
$8K ﹤0.01%
347
2948
$8K ﹤0.01%
177
-1,173
2949
$8K ﹤0.01%
7,800
2950
$8K ﹤0.01%
500
116 117
118
119 120