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
301
$1.66M 0.07%
79,728
+5,970
302
$1.66M 0.07%
11,029
-1,467
303
$1.64M 0.07%
14,513
+1,914
304
$1.62M 0.07%
69,949
-18,193
305
$1.61M 0.07%
7,167
+1,069
306
$1.59M 0.07%
29,455
-1,026
307
$1.59M 0.07%
54,637
-2,000
308
$1.59M 0.07%
23,554
+5,446
309
$1.59M 0.06%
32,808
+799
310
$1.58M 0.06%
66,720
-5,395
311
$1.58M 0.06%
15,752
+9
312
$1.58M 0.06%
33,121
-224
313
$1.56M 0.06%
23,036
-31,710
314
$1.55M 0.06%
57,298
+15,582
315
$1.55M 0.06%
11,385
-1,744
316
$1.55M 0.06%
8,724
+1,037
317
$1.54M 0.06%
13,585
-1,651
318
$1.54M 0.06%
64,007
+56,107
319
$1.53M 0.06%
8,486
+884
320
$1.52M 0.06%
62,784
+7,544
321
$1.52M 0.06%
137,302
+18,687
322
$1.51M 0.06%
71,855
-4,471
323
$1.51M 0.06%
19,752
+1,124
324
$1.51M 0.06%
15,264
+818
325
$1.51M 0.06%
9,624
+219
11 12
13
14 15