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
3276
$4K ﹤0.01%
+200
3277
$4K ﹤0.01%
+50
3278
$4K ﹤0.01%
34
+33
3279
$4K ﹤0.01%
440
3280
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280
3281
$4K ﹤0.01%
76
-2
3282
$4K ﹤0.01%
26
3283
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311
-81
3284
$4K ﹤0.01%
443
-4
3285
$4K ﹤0.01%
477
3286
$4K ﹤0.01%
600
3287
$4K ﹤0.01%
662
+72
3288
$4K ﹤0.01%
350
3289
$4K ﹤0.01%
210
3290
$4K ﹤0.01%
100
3291
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100
3292
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200
3293
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3294
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142
-241
3295
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187
3296
$4K ﹤0.01%
240
3297
$4K ﹤0.01%
331
3298
$4K ﹤0.01%
73
3299
$4K ﹤0.01%
396
3300
$4K ﹤0.01%
150
+21
130 131
132
133 134