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
526
$750K 0.03%
12,918
+438
527
$750K 0.03%
26,182
+3,400
528
$750K 0.03%
9,012
-2,742
529
$748K 0.03%
14,889
+920
530
$743K 0.03%
27,570
+18,325
531
$743K 0.03%
13,058
-375
532
$741K 0.03%
35,726
+7,311
533
$738K 0.03%
15,709
-198
534
$737K 0.03%
38,997
+6,260
535
$736K 0.03%
8,158
+6,207
536
$736K 0.03%
7,264
+318
537
$731K 0.03%
9,592
-2,726
538
$729K 0.03%
23,769
+8,275
539
$728K 0.03%
28,373
-1,245
540
$722K 0.03%
55,817
-1,851
541
$720K 0.03%
10,065
+1,014
542
$716K 0.03%
33,679
+30,049
543
$716K 0.03%
10,720
+26
544
$715K 0.03%
6,973
+245
545
$708K 0.03%
4,665
-465
546
$708K 0.03%
31,979
+1,852
547
$706K 0.03%
12,209
-11,467
548
$704K 0.03%
31,622
-54,401
549
$703K 0.03%
37,956
-15,140
550
$702K 0.03%
14,748
-127
20 21
22
23 24