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
2951
$8K ﹤0.01%
500
2952
$8K ﹤0.01%
+50
2953
$8K ﹤0.01%
89
2954
$8K ﹤0.01%
100
2955
$8K ﹤0.01%
744
-4,879
2956
$8K ﹤0.01%
105
-51
2957
$8K ﹤0.01%
279
2958
$8K ﹤0.01%
1,500
2959
$8K ﹤0.01%
1,748
2960
$8K ﹤0.01%
330
+2
2961
$8K ﹤0.01%
170
-22
2962
$8K ﹤0.01%
507
-282
2963
$8K ﹤0.01%
142
2964
$8K ﹤0.01%
12
-1
2965
$8K ﹤0.01%
100
2966
$8K ﹤0.01%
1,405
-494
2967
$8K ﹤0.01%
113
2968
$8K ﹤0.01%
500
2969
$8K ﹤0.01%
250
-1,100
2970
$8K ﹤0.01%
2,000
2971
$8K ﹤0.01%
+6,500
2972
$8K ﹤0.01%
1,269
2973
$8K ﹤0.01%
249
2974
$8K ﹤0.01%
+719
2975
$8K ﹤0.01%
2,417
117 118
119
120 121