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
3426
$3K ﹤0.01%
2,497
+58
3427
$3K ﹤0.01%
2,665
3428
$3K ﹤0.01%
+478
3429
$3K ﹤0.01%
50
-39
3430
$3K ﹤0.01%
100
-31
3431
$3K ﹤0.01%
100
3432
$3K ﹤0.01%
+78
3433
$3K ﹤0.01%
37
-131
3434
$3K ﹤0.01%
238
-130
3435
$3K ﹤0.01%
51
3436
$3K ﹤0.01%
500
3437
$3K ﹤0.01%
770
-334
3438
$3K ﹤0.01%
611
+1
3439
$3K ﹤0.01%
200
3440
$3K ﹤0.01%
+300
3441
$3K ﹤0.01%
116
-198
3442
$3K ﹤0.01%
125
-200
3443
$3K ﹤0.01%
399
3444
$3K ﹤0.01%
126
-49
3445
$3K ﹤0.01%
60
3446
$3K ﹤0.01%
175
3447
$3K ﹤0.01%
174
3448
$3K ﹤0.01%
32
3449
$3K ﹤0.01%
117
3450
$3K ﹤0.01%
100
-600
136 137
138
139 140