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
3576
$2K ﹤0.01%
40
-53
3577
$2K ﹤0.01%
101
3578
$2K ﹤0.01%
3
3579
$2K ﹤0.01%
+23
3580
$2K ﹤0.01%
10
+8
3581
$2K ﹤0.01%
74
-8
3582
$2K ﹤0.01%
375
+175
3583
$2K ﹤0.01%
150
-160
3584
$2K ﹤0.01%
+92
3585
$2K ﹤0.01%
70
3586
$2K ﹤0.01%
245
3587
$2K ﹤0.01%
12
-545
3588
$2K ﹤0.01%
23
-66
3589
$2K ﹤0.01%
35
-5
3590
$2K ﹤0.01%
+93
3591
$2K ﹤0.01%
+28
3592
$2K ﹤0.01%
1,600
+100
3593
$2K ﹤0.01%
52
-71
3594
$2K ﹤0.01%
150
3595
$1K ﹤0.01%
+1,500
3596
$1K ﹤0.01%
87
-27
3597
$1K ﹤0.01%
34
3598
$1K ﹤0.01%
37
3599
$1K ﹤0.01%
12
-6,971
3600
$1K ﹤0.01%
24
142 143
144
145 146