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
3076
$6K ﹤0.01%
24
3077
$6K ﹤0.01%
200
3078
$6K ﹤0.01%
1,291
3079
$6K ﹤0.01%
121
+38
3080
$6K ﹤0.01%
140
3081
$6K ﹤0.01%
500
3082
$6K ﹤0.01%
125
+124
3083
$6K ﹤0.01%
1,000
-310
3084
$6K ﹤0.01%
+1,106
3085
$6K ﹤0.01%
100
3086
$6K ﹤0.01%
452
-3,540
3087
$6K ﹤0.01%
680
+398
3088
$6K ﹤0.01%
1,175
+223
3089
$6K ﹤0.01%
243
+41
3090
$6K ﹤0.01%
650
3091
$6K ﹤0.01%
+125
3092
$6K ﹤0.01%
201
3093
$6K ﹤0.01%
575
3094
$6K ﹤0.01%
203
+19
3095
$6K ﹤0.01%
511
3096
$6K ﹤0.01%
100
3097
$6K ﹤0.01%
+146
3098
$6K ﹤0.01%
948
3099
$6K ﹤0.01%
257
3100
$6K ﹤0.01%
900
-2,143
122 123
124
125 126