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
3601
$1K ﹤0.01%
+35
3602
$1K ﹤0.01%
+25
3603
$1K ﹤0.01%
37
3604
$1K ﹤0.01%
77
3605
$1K ﹤0.01%
80
3606
$1K ﹤0.01%
24
3607
$1K ﹤0.01%
5
-1
3608
$1K ﹤0.01%
87
3609
$1K ﹤0.01%
+14
3610
$1K ﹤0.01%
53
3611
$1K ﹤0.01%
300
3612
$1K ﹤0.01%
19
3613
$1K ﹤0.01%
27
3614
$1K ﹤0.01%
49
3615
$1K ﹤0.01%
18
3616
$1K ﹤0.01%
+98
3617
$1K ﹤0.01%
58
-3,335
3618
$1K ﹤0.01%
+16
3619
$1K ﹤0.01%
56
3620
$1K ﹤0.01%
67
3621
$1K ﹤0.01%
15
3622
$1K ﹤0.01%
6
3623
$1K ﹤0.01%
30
3624
$1K ﹤0.01%
121
-79
3625
$1K ﹤0.01%
+14
143 144
145
146 147