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
3301
$4K ﹤0.01%
+1,000
3302
$4K ﹤0.01%
114
3303
$4K ﹤0.01%
+113
3304
$4K ﹤0.01%
100
3305
$4K ﹤0.01%
216
3306
$4K ﹤0.01%
70
3307
$4K ﹤0.01%
64
3308
$4K ﹤0.01%
+450
3309
$4K ﹤0.01%
9
3310
$4K ﹤0.01%
187
-607
3311
$4K ﹤0.01%
333
3312
$4K ﹤0.01%
245
3313
$4K ﹤0.01%
823
-2,450
3314
$4K ﹤0.01%
415
+29
3315
$4K ﹤0.01%
204
+38
3316
$4K ﹤0.01%
100
3317
$4K ﹤0.01%
97
3318
$4K ﹤0.01%
+2
3319
$4K ﹤0.01%
70
3320
$4K ﹤0.01%
500
-803
3321
$4K ﹤0.01%
1
3322
$4K ﹤0.01%
600
3323
$4K ﹤0.01%
110
-1
3324
$4K ﹤0.01%
150
3325
$4K ﹤0.01%
97
131 132
133
134 135