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
3151
$5K ﹤0.01%
162
3152
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31
3153
$5K ﹤0.01%
+218
3154
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100
3155
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68
+12
3156
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67
-519
3157
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3158
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92
+1
3159
$5K ﹤0.01%
119
-975
3160
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134
+12
3161
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80
3162
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103
+1
3163
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130
3164
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740
3165
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110
+1
3166
$5K ﹤0.01%
377
-82
3167
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3168
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428
3169
$5K ﹤0.01%
140
+32
3170
$5K ﹤0.01%
67
-19
3171
$5K ﹤0.01%
225
3172
$5K ﹤0.01%
130
3173
$5K ﹤0.01%
154
-8
3174
$5K ﹤0.01%
28
-45
3175
$5K ﹤0.01%
102
+11
125 126
127
128 129