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
501
$804K 0.03%
16,062
+1,048
502
$797K 0.03%
3,128
+112
503
$797K 0.03%
15,632
+589
504
$793K 0.03%
5,618
+1,337
505
$788K 0.03%
9,665
+5,815
506
$785K 0.03%
70,049
-55,815
507
$784K 0.03%
11,063
-1,530
508
$783K 0.03%
16,483
+276
509
$783K 0.03%
17,574
+110
510
$780K 0.03%
15,346
511
$780K 0.03%
17,032
-271
512
$779K 0.03%
8,864
+1,438
513
$778K 0.03%
15,018
+2
514
$777K 0.03%
16,833
-19,107
515
$777K 0.03%
6,591
+1,411
516
$774K 0.03%
390
+8
517
$773K 0.03%
16,608
+1,996
518
$770K 0.03%
31,220
+14,550
519
$762K 0.03%
45,700
-404
520
$761K 0.03%
15,676
+4,187
521
$759K 0.03%
23,274
+5,204
522
$759K 0.03%
21,284
+2,754
523
$758K 0.03%
27,886
+14,354
524
$756K 0.03%
20,045
-80
525
$751K 0.03%
19,539
-435
19 20
21
22 23