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
3626
$1K ﹤0.01%
1
3627
$1K ﹤0.01%
+54
3628
$1K ﹤0.01%
30
3629
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1
3630
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25
-28
3631
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15
-5
3632
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1
3633
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3634
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+36
3635
$1K ﹤0.01%
106
-16
3636
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50
-1,720
3637
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3638
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10
3639
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17
3640
$1K ﹤0.01%
8
3641
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3642
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+12
3643
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17
-100
3644
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18
3645
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+8
3646
$1K ﹤0.01%
100
3647
$1K ﹤0.01%
79
3648
$1K ﹤0.01%
110
3649
$1K ﹤0.01%
61
3650
$1K ﹤0.01%
300
144 145
146
147 148