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
3476
$2K ﹤0.01%
100
3477
$2K ﹤0.01%
10
3478
$2K ﹤0.01%
+8
3479
$2K ﹤0.01%
+212
3480
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23
3481
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35
-59
3482
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20
3483
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3484
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3485
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100
3486
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64
-26,883
3487
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35
3488
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57
-340
3489
$2K ﹤0.01%
70
-400
3490
$2K ﹤0.01%
94
+34
3491
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62
-66
3492
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500
3493
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43
-11
3494
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140
3495
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28
-4
3496
$2K ﹤0.01%
60
3497
$2K ﹤0.01%
100
+37
3498
$2K ﹤0.01%
200
3499
$2K ﹤0.01%
+12
3500
$2K ﹤0.01%
46
138 139
140
141 142