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
3351
$3K ﹤0.01%
625
3352
$3K ﹤0.01%
100
3353
$3K ﹤0.01%
1,800
3354
$3K ﹤0.01%
37
-59
3355
$3K ﹤0.01%
101
3356
$3K ﹤0.01%
26
3357
$3K ﹤0.01%
+1,000
3358
$3K ﹤0.01%
226
-150
3359
$3K ﹤0.01%
135
3360
$3K ﹤0.01%
100
-775
3361
$3K ﹤0.01%
814
-100
3362
$3K ﹤0.01%
240
3363
$3K ﹤0.01%
+90
3364
$3K ﹤0.01%
251
3365
$3K ﹤0.01%
60
3366
$3K ﹤0.01%
162
3367
$3K ﹤0.01%
22
3368
$3K ﹤0.01%
174
3369
$3K ﹤0.01%
51
-100
3370
$3K ﹤0.01%
53
+14
3371
$3K ﹤0.01%
50
3372
$3K ﹤0.01%
59
-19
3373
$3K ﹤0.01%
42
3374
$3K ﹤0.01%
15
3375
$3K ﹤0.01%
28
-80
133 134
135
136 137