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
276
$1.86M 0.08%
132,482
+14,095
277
$1.86M 0.08%
18,920
+3,738
278
$1.84M 0.08%
23,240
-1,458
279
$1.83M 0.07%
17,085
+26
280
$1.82M 0.07%
26,745
-5,880
281
$1.81M 0.07%
98,160
-2,375
282
$1.78M 0.07%
21,677
+483
283
$1.77M 0.07%
20,730
+3,274
284
$1.77M 0.07%
13,293
+2,584
285
$1.76M 0.07%
46,156
+9,350
286
$1.76M 0.07%
11,710
+3,047
287
$1.76M 0.07%
37,318
-7,044
288
$1.75M 0.07%
29,846
+1,419
289
$1.75M 0.07%
34,870
+23,238
290
$1.74M 0.07%
35,926
+2,065
291
$1.73M 0.07%
18,910
-344
292
$1.7M 0.07%
54,079
+9,123
293
$1.7M 0.07%
47,995
-383
294
$1.69M 0.07%
27,099
-3,298
295
$1.69M 0.07%
21,902
-1,251
296
$1.69M 0.07%
32,958
+1,878
297
$1.68M 0.07%
14,398
-1,331
298
$1.67M 0.07%
35,174
+988
299
$1.67M 0.07%
26,230
-3,470
300
$1.67M 0.07%
14,745
-13,521
10 11
12
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