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
3851
$0 ﹤0.01%
1
3852
– –
-375
3853
– –
0
3854
– –
-15
3855
$0 ﹤0.01%
13
3856
– –
-4,340
3857
$0 ﹤0.01%
6
3858
– –
0
3859
– –
-68
3860
– –
-500
3861
– –
-600
3862
$0 ﹤0.01%
7
-317
3863
– –
-984
3864
$0 ﹤0.01%
8
3865
– –
-500
3866
– –
-16,536
3867
– –
-16
3868
– –
-39
3869
– –
-120
3870
$0 ﹤0.01%
15
3871
– –
-84
3872
– –
-500
3873
$0 ﹤0.01%
10
3874
$0 ﹤0.01%
5
-30
3875
– –
-500
153 154
155
156 157