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
3376
$3K ﹤0.01%
256
3377
$3K ﹤0.01%
554
3378
$3K ﹤0.01%
87
3379
$3K ﹤0.01%
38
3380
$3K ﹤0.01%
64
3381
$3K ﹤0.01%
50
3382
$3K ﹤0.01%
+40
3383
$3K ﹤0.01%
20
+5
3384
$3K ﹤0.01%
50
-3,229
3385
$3K ﹤0.01%
82
3386
$3K ﹤0.01%
+125
3387
$3K ﹤0.01%
34
-7,501
3388
$3K ﹤0.01%
100
3389
$3K ﹤0.01%
102
-1,644
3390
$3K ﹤0.01%
1,825
+825
3391
$3K ﹤0.01%
+5
3392
$3K ﹤0.01%
148
3393
$3K ﹤0.01%
12
3394
$3K ﹤0.01%
50
3395
$3K ﹤0.01%
12
3396
$3K ﹤0.01%
230
3397
$3K ﹤0.01%
172
-42
3398
$3K ﹤0.01%
156
+45
3399
$3K ﹤0.01%
100
3400
$3K ﹤0.01%
138
-100
134 135
136
137 138