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
401
$1.12M 0.05%
20,614
+75
402
$1.12M 0.05%
24,605
-16,749
403
$1.12M 0.05%
+22,300
404
$1.11M 0.05%
24,867
+13,047
405
$1.11M 0.05%
21,226
+3,394
406
$1.11M 0.05%
14,832
+1,059
407
$1.1M 0.04%
23,527
+3,734
408
$1.1M 0.04%
26,104
-844
409
$1.09M 0.04%
12,024
-5,510
410
$1.08M 0.04%
24,643
-3,222
411
$1.08M 0.04%
46,485
-3,315
412
$1.07M 0.04%
38,708
-3,010
413
$1.07M 0.04%
28,830
+2,115
414
$1.07M 0.04%
42,576
+3,567
415
$1.04M 0.04%
16,778
+4,224
416
$1.04M 0.04%
27,096
-798
417
$1.03M 0.04%
14,321
-569
418
$1.03M 0.04%
31,156
-155,058
419
$1.02M 0.04%
6,131
+671
420
$1.02M 0.04%
41,843
+3,620
421
$1.02M 0.04%
68,415
-646
422
$1.02M 0.04%
36,773
+14,538
423
$1.02M 0.04%
34,202
+28,783
424
$1.01M 0.04%
24,169
+1,290
425
$1.01M 0.04%
23,513
+3,352
15 16
17
18 19