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
476
$859K 0.04%
11,566
-13,724
477
$854K 0.03%
9,193
-1,548
478
$853K 0.03%
9,837
-1,551
479
$847K 0.03%
13,288
-232
480
$845K 0.03%
26,720
+11,460
481
$840K 0.03%
35,620
+8,215
482
$838K 0.03%
23,074
-24
483
$835K 0.03%
60,063
+39
484
$832K 0.03%
10,654
+738
485
$829K 0.03%
6,497
-243
486
$828K 0.03%
17,596
+8,239
487
$828K 0.03%
11,680
+603
488
$827K 0.03%
7,565
+3,606
489
$825K 0.03%
29,687
+2,208
490
$825K 0.03%
22,004
+6,501
491
$825K 0.03%
7,882
+28
492
$823K 0.03%
11,937
-2,448
493
$823K 0.03%
6,916
-486
494
$822K 0.03%
12,764
+5,609
495
$820K 0.03%
10,276
+150
496
$814K 0.03%
41,664
+372
497
$812K 0.03%
14,780
+833
498
$812K 0.03%
11,424
+4,019
499
$806K 0.03%
22,834
-3,088
500
$804K 0.03%
6,675
+1,015
18 19
20
21 22