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
3826
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3827
$0 ﹤0.01%
7
-200
3828
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-1,000
3829
$0 ﹤0.01%
21
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3830
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-2,670
3831
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-10
3832
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-125
3833
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-81
3834
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-76
3835
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3836
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3837
$0 ﹤0.01%
3
3838
$0 ﹤0.01%
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3839
$0 ﹤0.01%
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3840
$0 ﹤0.01%
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3841
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3842
$0 ﹤0.01%
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3843
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3844
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-50
3845
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-105
3846
$0 ﹤0.01%
36
3847
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-2,000
3848
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3849
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3850
$0 ﹤0.01%
1
152 153
154
155 156