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
451
$942K 0.04%
13,146
-1,553
452
$941K 0.04%
26,001
+6,256
453
$937K 0.04%
20,772
-401
454
$934K 0.04%
9,281
-434
455
$920K 0.04%
1,827
+98
456
$916K 0.04%
9,560
-363
457
$914K 0.04%
1,940
-60
458
$912K 0.04%
16,202
-3,477
459
$898K 0.04%
13,442
+1,705
460
$896K 0.04%
26,621
-3,144
461
$886K 0.04%
13,230
+2,640
462
$886K 0.04%
26,415
+2,750
463
$882K 0.04%
30,282
+2,882
464
$882K 0.04%
6,533
465
$880K 0.04%
9,677
-1,760
466
$877K 0.04%
11,373
+2,655
467
$876K 0.04%
8,844
-22
468
$876K 0.04%
6,251
-426
469
$872K 0.04%
49,155
+2,810
470
$872K 0.04%
42,224
+2,809
471
$869K 0.04%
9,021
-5,623
472
$869K 0.04%
18,336
+188
473
$866K 0.04%
59,716
+35,560
474
$865K 0.04%
21,590
-8,140
475
$863K 0.04%
12,733
-1,493
17 18
19
20 21