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
3201
$5K ﹤0.01%
123
3202
$5K ﹤0.01%
117
-154
3203
$5K ﹤0.01%
166
3204
$5K ﹤0.01%
100
-1,161
3205
$5K ﹤0.01%
178
+126
3206
$5K ﹤0.01%
400
3207
$5K ﹤0.01%
116
-50
3208
$5K ﹤0.01%
375
3209
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300
3210
$5K ﹤0.01%
122
-70
3211
$5K ﹤0.01%
312
3212
$5K ﹤0.01%
75
3213
$5K ﹤0.01%
325
3214
$5K ﹤0.01%
71
3215
$5K ﹤0.01%
200
3216
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77
3217
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220
3218
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3219
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100
3220
$5K ﹤0.01%
188
-218
3221
$5K ﹤0.01%
425
3222
$5K ﹤0.01%
46
3223
$5K ﹤0.01%
355
+139
3224
$4K ﹤0.01%
104
3225
$4K ﹤0.01%
128
127 128
129
130 131