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
351
$1.35M 0.06%
15,168
-138
352
$1.35M 0.05%
24,040
-138
353
$1.34M 0.05%
16,056
+3,342
354
$1.34M 0.05%
60,774
-47,544
355
$1.33M 0.05%
40,050
+6,747
356
$1.33M 0.05%
54,785
+5,628
357
$1.33M 0.05%
55,233
-1,323
358
$1.33M 0.05%
20,666
-805
359
$1.32M 0.05%
29,235
-1,114
360
$1.31M 0.05%
52,251
+5,034
361
$1.3M 0.05%
7,233
+215
362
$1.29M 0.05%
17,671
+1,456
363
$1.28M 0.05%
22,913
+18,404
364
$1.28M 0.05%
11,478
-2,069
365
$1.27M 0.05%
20,411
+4,479
366
$1.27M 0.05%
17,261
+1,933
367
$1.27M 0.05%
23,912
-4,138
368
$1.27M 0.05%
43,566
+7,437
369
$1.26M 0.05%
38,931
+2,616
370
$1.24M 0.05%
4,540
-280
371
$1.24M 0.05%
46,694
-557
372
$1.23M 0.05%
38,241
-449
373
$1.23M 0.05%
38,383
+2,399
374
$1.23M 0.05%
72,770
-44,010
375
$1.22M 0.05%
37,411
-14,684
13 14
15
16 17