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
3526
$2K ﹤0.01%
59
3527
$2K ﹤0.01%
30
-11
3528
$2K ﹤0.01%
184
3529
$2K ﹤0.01%
143
3530
$2K ﹤0.01%
57
3531
$2K ﹤0.01%
40
3532
$2K ﹤0.01%
+47
3533
$2K ﹤0.01%
100
3534
$2K ﹤0.01%
94
3535
$2K ﹤0.01%
+50
3536
$2K ﹤0.01%
112
-59
3537
$2K ﹤0.01%
231
-244
3538
$2K ﹤0.01%
80
3539
$2K ﹤0.01%
3,000
3540
$2K ﹤0.01%
174
-12,951
3541
$2K ﹤0.01%
31
3542
– –
-1
3543
$2K ﹤0.01%
67
+35
3544
$2K ﹤0.01%
45
3545
$2K ﹤0.01%
+100
3546
$2K ﹤0.01%
+75
3547
$2K ﹤0.01%
100
+65
3548
$2K ﹤0.01%
104
3549
$2K ﹤0.01%
+49
3550
$2K ﹤0.01%
50
140 141
142
143 144