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
3701
$1K ﹤0.01%
47
3702
$1K ﹤0.01%
147
-523
3703
$1K ﹤0.01%
56
-315
3704
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3705
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+16
3706
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62
-439
3707
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30
3708
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19
+10
3709
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3710
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3711
$1K ﹤0.01%
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3712
$1K ﹤0.01%
+84
3713
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54
3714
$1K ﹤0.01%
100
3715
$1K ﹤0.01%
10
-15
3716
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10
3717
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3718
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3719
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35
3720
$1K ﹤0.01%
45
3721
$1K ﹤0.01%
2,417
3722
$1K ﹤0.01%
100
3723
$1K ﹤0.01%
+91
3724
$1K ﹤0.01%
58
-94
3725
$1K ﹤0.01%
230
147 148
149
150 151