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
376
$1.22M 0.05%
18,656
+3,007
377
$1.21M 0.05%
28,228
-1,779
378
$1.21M 0.05%
44,636
+25,166
379
$1.21M 0.05%
47,784
+25,578
380
$1.2M 0.05%
21,174
-2,636
381
$1.2M 0.05%
6,108
+1,335
382
$1.19M 0.05%
65,345
+16,230
383
$1.19M 0.05%
15,695
+49
384
$1.18M 0.05%
22,020
+18,558
385
$1.18M 0.05%
7,233
+2,266
386
$1.18M 0.05%
85,891
-1,573
387
$1.18M 0.05%
11,786
+5,399
388
$1.17M 0.05%
36,970
-150
389
$1.17M 0.05%
10,264
-175
390
$1.16M 0.05%
39,039
-180
391
$1.16M 0.05%
64,067
+6,145
392
$1.16M 0.05%
43,924
+5,961
393
$1.16M 0.05%
11,702
+340
394
$1.15M 0.05%
46,503
+4,270
395
$1.15M 0.05%
11,428
-15
396
$1.13M 0.05%
7,724
+71
397
$1.13M 0.05%
109,832
+25,296
398
$1.13M 0.05%
17,702
+53
399
$1.13M 0.05%
23,417
-1,221
400
$1.12M 0.05%
6,720
+1,510
14 15
16
17 18