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
4001
$0 ﹤0.01%
50
4002
$0 ﹤0.01%
+5
4003
$0 ﹤0.01%
33
4004
– –
-215
4005
– –
-500
4006
$0 ﹤0.01%
13
4007
– –
-17
4008
$0 ﹤0.01%
642
4009
– –
-1
4010
$0 ﹤0.01%
+8
4011
$0 ﹤0.01%
350
4012
$0 ﹤0.01%
55
4013
$0 ﹤0.01%
1,397
4014
– –
-15
4015
– –
-1,689
4016
– –
-527
4017
– –
-200
4018
– –
-2,083
4019
– –
-3,798
4020
– –
-1,483
4021
– –
-300
4022
– –
0
4023
– –
-26,179
4024
$0 ﹤0.01%
2
4025
$0 ﹤0.01%
250
159 160
161
162 163