IA
IFP Advisors Portfolio holdings
AUM
$3.52B
1-Year Est. Return
15.89%
1 Year Est. Return
+15.89%
AUM
$3.52B
AUM Growth
+$274M
(+8.4%)
Holding
5,107
Top Buys
| 1 | +$22.5M | |
| 2 | +$16M | |
| 3 | +$15.7M | |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$14.1M |
| 5 |
Vanguard Value ETF
VTV
|
+$10.3M |
Top Sells
| 1 | +$22.1M | |
| 2 | +$20.9M | |
| 3 | +$19.3M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$16.7M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$16.4M |
Sector Composition
| 1 | Technology | 11.79% |
| 2 | Financials | 4.77% |
| 3 | Consumer Discretionary | 3.56% |
| 4 | Industrials | 3.32% |
| 5 | Healthcare | 3.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5101
Sprott Uranium Miners ETF
URNM
$2.16B
| – | – |
-100
|
|
||
5102
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$737M
| – | – |
-3,000
|
|
||
5103
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.46B
| – | – |
-25,894
|
|
||
5104
Vanguard Russell 1000 ETF
VONE
$6.87B
| – | – |
-521
|
|
||
5105
Vera Bradley
VRA
$57.5M
| – | – |
0
|
|
||
|
XXII
5106
22nd Century Group
XXII
$5.86M
| $0 | ﹤0.01% |
+1
|
|