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
326
$1.51M 0.06%
21,794
+10,882
327
$1.51M 0.06%
27,910
-7,228
328
$1.5M 0.06%
29,907
+9,110
329
$1.5M 0.06%
71,964
-11,270
330
$1.48M 0.06%
71,547
-2,457
331
$1.47M 0.06%
24,980
+527
332
$1.45M 0.06%
41,637
+6,320
333
$1.44M 0.06%
46,672
+36,073
334
$1.43M 0.06%
8,849
+865
335
$1.43M 0.06%
9,513
-1,440
336
$1.43M 0.06%
20,797
+18,088
337
$1.42M 0.06%
20,256
+1,192
338
$1.41M 0.06%
24,452
+960
339
$1.4M 0.06%
20,571
+15,316
340
$1.39M 0.06%
9,580
+614
341
$1.39M 0.06%
28,129
+6,652
342
$1.39M 0.06%
8,743
+941
343
$1.39M 0.06%
56,918
+5,890
344
$1.38M 0.06%
27,335
-2,887
345
$1.37M 0.06%
10,382
-300
346
$1.37M 0.06%
43,978
+611
347
$1.36M 0.06%
11,414
+525
348
$1.36M 0.06%
6,327
-17,466
349
$1.36M 0.06%
34,064
+33,138
350
$1.35M 0.06%
61,144
-9,431
12 13
14
15 16