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
3451
$3K ﹤0.01%
60
3452
$3K ﹤0.01%
30
3453
$3K ﹤0.01%
3,750
3454
$3K ﹤0.01%
183
3455
$3K ﹤0.01%
245
3456
$3K ﹤0.01%
95
3457
$3K ﹤0.01%
128
+48
3458
$3K ﹤0.01%
1,579
+565
3459
$3K ﹤0.01%
110
3460
$3K ﹤0.01%
116
3461
$3K ﹤0.01%
118
3462
$3K ﹤0.01%
102
3463
$3K ﹤0.01%
250
3464
$3K ﹤0.01%
390
-100
3465
$3K ﹤0.01%
47
-753
3466
$2K ﹤0.01%
99
3467
$2K ﹤0.01%
258
3468
$2K ﹤0.01%
2,000
3469
$2K ﹤0.01%
69
-32
3470
$2K ﹤0.01%
+58
3471
$2K ﹤0.01%
79
3472
$2K ﹤0.01%
67
-54
3473
$2K ﹤0.01%
45
3474
$2K ﹤0.01%
100
3475
$2K ﹤0.01%
113
-241
137 138
139
140 141