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
3401
$3K ﹤0.01%
+75
3402
$3K ﹤0.01%
148
3403
$3K ﹤0.01%
333
3404
$3K ﹤0.01%
125
-334
3405
$3K ﹤0.01%
1,000
-3,152
3406
$3K ﹤0.01%
740
+300
3407
$3K ﹤0.01%
52
-133
3408
$3K ﹤0.01%
600
3409
$3K ﹤0.01%
360
-15
3410
$3K ﹤0.01%
100
3411
$3K ﹤0.01%
118
3412
$3K ﹤0.01%
100
-100
3413
$3K ﹤0.01%
210
3414
$3K ﹤0.01%
111
-1,397
3415
$3K ﹤0.01%
116
3416
$3K ﹤0.01%
2,500
3417
$3K ﹤0.01%
100
-27
3418
$3K ﹤0.01%
532
-300
3419
$3K ﹤0.01%
43
-68
3420
$3K ﹤0.01%
100
3421
$3K ﹤0.01%
150
-500
3422
$3K ﹤0.01%
971
3423
$3K ﹤0.01%
1,050
3424
$3K ﹤0.01%
160
3425
$3K ﹤0.01%
137
135 136
137
138 139