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
26
$13M 0.53%
153,141
+11,935
27
$12.9M 0.53%
149,627
+235
28
$12.9M 0.53%
291,652
-13,492
29
$12.6M 0.51%
103,009
+5,801
30
$12.5M 0.51%
244,087
+40,649
31
$12.4M 0.51%
233,166
+2,435
32
$12.4M 0.5%
97,623
+1,735
33
$12.1M 0.49%
181,342
-1,992
34
$11.9M 0.49%
143,052
-21,506
35
$11.9M 0.48%
55,500
+2,665
36
$11.9M 0.48%
96,647
+10,333
37
$11.4M 0.46%
50,208
+181
38
$11.3M 0.46%
672,328
+78,362
39
$11.1M 0.45%
231,508
+12,816
40
$11M 0.45%
67,117
-3,827
41
$10.9M 0.45%
102,250
+9,504
42
$10.6M 0.43%
174,820
+9,400
43
$10.4M 0.43%
249,614
-15,213
44
$10.3M 0.42%
235,883
+55,224
45
$10.2M 0.42%
127,226
+22,949
46
$10.1M 0.41%
175,012
+22,019
47
$9.88M 0.4%
241,417
-82,289
48
$9.85M 0.4%
26,496
-3,470
49
$9.71M 0.4%
352,221
-32,716
50
$9.71M 0.4%
46,849
+16
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