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
3176
$5K ﹤0.01%
914
+8
3177
$5K ﹤0.01%
1,060
-458
3178
$5K ﹤0.01%
21
3179
$5K ﹤0.01%
570
3180
$5K ﹤0.01%
327
+4
3181
$5K ﹤0.01%
223
3182
$5K ﹤0.01%
298
+1
3183
$5K ﹤0.01%
89
+29
3184
$5K ﹤0.01%
53
+8
3185
$5K ﹤0.01%
78
3186
$5K ﹤0.01%
173
-647
3187
$5K ﹤0.01%
201
+33
3188
$5K ﹤0.01%
312
+220
3189
$5K ﹤0.01%
266
-400
3190
$5K ﹤0.01%
400
+128
3191
$5K ﹤0.01%
162
3192
$5K ﹤0.01%
150
3193
$5K ﹤0.01%
28
3194
$5K ﹤0.01%
136
3195
$5K ﹤0.01%
78
3196
$5K ﹤0.01%
+36
3197
$5K ﹤0.01%
+5,000
3198
$5K ﹤0.01%
82
+8
3199
$5K ﹤0.01%
100
-30
3200
$5K ﹤0.01%
+220
126 127
128
129 130