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
3651
$1K ﹤0.01%
+71
3652
$1K ﹤0.01%
32
3653
$1K ﹤0.01%
31
3654
$1K ﹤0.01%
20
3655
$1K ﹤0.01%
+110
3656
$1K ﹤0.01%
14
3657
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3
3658
$1K ﹤0.01%
32
3659
$1K ﹤0.01%
202
3660
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80
3661
$1K ﹤0.01%
48
3662
$1K ﹤0.01%
44
3663
$1K ﹤0.01%
31
-1,609
3664
$1K ﹤0.01%
132
-492
3665
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250
3666
$1K ﹤0.01%
23
3667
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51
3668
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50
3669
– –
0
3670
$1K ﹤0.01%
37
3671
$1K ﹤0.01%
105
-565
3672
$1K ﹤0.01%
59
-14
3673
$1K ﹤0.01%
100
-1,218
3674
$1K ﹤0.01%
24
3675
$1K ﹤0.01%
31
145 146
147
148 149