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
3251
$4K ﹤0.01%
75
-50
3252
$4K ﹤0.01%
95
3253
$4K ﹤0.01%
2
3254
$4K ﹤0.01%
79
3255
$4K ﹤0.01%
259
-207
3256
$4K ﹤0.01%
2
3257
$4K ﹤0.01%
100
3258
$4K ﹤0.01%
53
3259
$4K ﹤0.01%
178
3260
$4K ﹤0.01%
300
3261
$4K ﹤0.01%
171
+34
3262
$4K ﹤0.01%
51
3263
$4K ﹤0.01%
28
+7
3264
$4K ﹤0.01%
348
-4,220
3265
$4K ﹤0.01%
98
-24
3266
$4K ﹤0.01%
+100
3267
$4K ﹤0.01%
360
3268
$4K ﹤0.01%
202
+58
3269
$4K ﹤0.01%
83
3270
$4K ﹤0.01%
+28
3271
$4K ﹤0.01%
50
3272
$4K ﹤0.01%
+100
3273
$4K ﹤0.01%
+200
3274
$4K ﹤0.01%
25
-6
3275
$4K ﹤0.01%
224
-240
129 130
131
132 133