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
3226
$4K ﹤0.01%
269
-55
3227
$4K ﹤0.01%
400
3228
$4K ﹤0.01%
+182
3229
$4K ﹤0.01%
6,000
3230
$4K ﹤0.01%
84
3231
$4K ﹤0.01%
839
+766
3232
$4K ﹤0.01%
816
3233
$4K ﹤0.01%
98
3234
$4K ﹤0.01%
131
3235
$4K ﹤0.01%
128
3236
$4K ﹤0.01%
300
-795
3237
$4K ﹤0.01%
6,527
3238
$4K ﹤0.01%
1,430
3239
$4K ﹤0.01%
97
3240
$4K ﹤0.01%
509
-3,560
3241
$4K ﹤0.01%
1,048
3242
$4K ﹤0.01%
95
-7
3243
$4K ﹤0.01%
81
3244
$4K ﹤0.01%
132
3245
$4K ﹤0.01%
174
+65
3246
$4K ﹤0.01%
67
-43
3247
$4K ﹤0.01%
159
3248
$4K ﹤0.01%
186
3249
$4K ﹤0.01%
+54
3250
$4K ﹤0.01%
102
-120
128 129
130
131 132