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
2976
$8K ﹤0.01%
1,295
-565
2977
$8K ﹤0.01%
200
2978
$8K ﹤0.01%
200
2979
$8K ﹤0.01%
+134
2980
$8K ﹤0.01%
397
2981
$8K ﹤0.01%
995
-397
2982
$8K ﹤0.01%
475
-600
2983
$8K ﹤0.01%
275
-1,510
2984
$8K ﹤0.01%
132
2985
$8K ﹤0.01%
+322
2986
$8K ﹤0.01%
+243
2987
$8K ﹤0.01%
802
-182
2988
$8K ﹤0.01%
+200
2989
$8K ﹤0.01%
+294
2990
$8K ﹤0.01%
325
-233
2991
$8K ﹤0.01%
388
2992
$8K ﹤0.01%
315
2993
$8K ﹤0.01%
1,000
2994
$8K ﹤0.01%
110
2995
$7K ﹤0.01%
191
+48
2996
$7K ﹤0.01%
118
2997
$7K ﹤0.01%
190
2998
$7K ﹤0.01%
230
-75
2999
$7K ﹤0.01%
180
3000
$7K ﹤0.01%
1,360
118 119
120
121 122