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
426
$1M 0.04%
15,054
-4,640
427
$1M 0.04%
25,889
+4,460
428
$1M 0.04%
3,548
+393
429
$998K 0.04%
56,520
-3,330
430
$995K 0.04%
11,321
+900
431
$991K 0.04%
31,396
+7,250
432
$988K 0.04%
16,011
+7,782
433
$981K 0.04%
14,917
+690
434
$981K 0.04%
17,804
-702
435
$980K 0.04%
35,693
-1,586
436
$979K 0.04%
28,178
-915
437
$971K 0.04%
3,294
-1,112
438
$971K 0.04%
28,985
+6,445
439
$970K 0.04%
4,740
-1,343
440
$963K 0.04%
10,141
+805
441
$959K 0.04%
42,253
+2,379
442
$959K 0.04%
13,025
-3,981
443
$956K 0.04%
22,674
+15,441
444
$953K 0.04%
11,225
-575
445
$952K 0.04%
35,270
+2,320
446
$949K 0.04%
35,173
-45,661
447
$949K 0.04%
15,574
+772
448
$945K 0.04%
56,773
-4,526
449
$945K 0.04%
12,244
+4,433
450
$944K 0.04%
10,090
+6,939
16 17
18
19 20