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
3326
$4K ﹤0.01%
161
3327
$4K ﹤0.01%
+275
3328
$4K ﹤0.01%
76
3329
$4K ﹤0.01%
233
-680
3330
$4K ﹤0.01%
30
-35
3331
$4K ﹤0.01%
+1,220
3332
$3K ﹤0.01%
444
3333
$3K ﹤0.01%
25
+11
3334
$3K ﹤0.01%
200
3335
$3K ﹤0.01%
745
3336
$3K ﹤0.01%
62
3337
$3K ﹤0.01%
100
3338
$3K ﹤0.01%
150
3339
$3K ﹤0.01%
+2
3340
$3K ﹤0.01%
52
3341
$3K ﹤0.01%
55
-107
3342
$3K ﹤0.01%
117
-42
3343
$3K ﹤0.01%
105
+2
3344
$3K ﹤0.01%
40
3345
$3K ﹤0.01%
+120
3346
$3K ﹤0.01%
241
3347
$3K ﹤0.01%
+396
3348
$3K ﹤0.01%
19
3349
$3K ﹤0.01%
538
+508
3350
$3K ﹤0.01%
13
132 133
134
135 136