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
3551
$2K ﹤0.01%
144
+36
3552
$2K ﹤0.01%
+70
3553
$2K ﹤0.01%
200
3554
$2K ﹤0.01%
6
+2
3555
$2K ﹤0.01%
904
-40
3556
$2K ﹤0.01%
50
+25
3557
$2K ﹤0.01%
55
3558
$2K ﹤0.01%
100
3559
$2K ﹤0.01%
135
3560
$2K ﹤0.01%
53
-330
3561
$2K ﹤0.01%
+25
3562
$2K ﹤0.01%
146
3563
$2K ﹤0.01%
61
-17
3564
$2K ﹤0.01%
216
3565
$2K ﹤0.01%
427
-1,985
3566
$2K ﹤0.01%
60
+47
3567
$2K ﹤0.01%
341
3568
$2K ﹤0.01%
100
3569
$2K ﹤0.01%
76
3570
$2K ﹤0.01%
257
3571
$2K ﹤0.01%
619
3572
$2K ﹤0.01%
+200
3573
$2K ﹤0.01%
500
3574
$2K ﹤0.01%
123
3575
$2K ﹤0.01%
30
-2,204
141 142
143
144 145