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
3876
$0 ﹤0.01%
6
3877
– –
-78
3878
– –
-68
3879
– –
-6
3880
– –
0
3881
– –
-40
3882
– –
-920
3883
– –
-472
3884
$0 ﹤0.01%
14
3885
– –
-465
3886
– –
-1,300
3887
– –
-1,459
3888
– –
-2,666
3889
$0 ﹤0.01%
22
3890
$0 ﹤0.01%
1
3891
– –
-433
3892
– –
-321
3893
– –
-24,636
3894
– –
-33
3895
– –
-3,750
3896
– –
-1,537
3897
– –
-3,316
3898
– –
-44
3899
– –
-410
3900
$0 ﹤0.01%
95
154 155
156
157 158