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
551
$700K 0.03%
9,352
+872
552
$698K 0.03%
22,510
-504
553
$697K 0.03%
2,424
-39
554
$692K 0.03%
3,039
-462
555
$688K 0.03%
37,109
-2,138
556
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557
$684K 0.03%
25,130
+16,106
558
$683K 0.03%
6,030
+5,175
559
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-248
560
$677K 0.03%
1,897
-326
561
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8,328
+8,151
562
$675K 0.03%
15,233
+8,060
563
$672K 0.03%
26,067
+5,317
564
$671K 0.03%
9,452
+1
565
$671K 0.03%
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$667K 0.03%
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567
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26,512
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568
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27,665
-17,150
569
$659K 0.03%
24,715
+1,542
570
$659K 0.03%
22,526
-1,838
571
$659K 0.03%
6,446
+1,798
572
$656K 0.03%
6,636
+1,694
573
$655K 0.03%
12,399
-556
574
$651K 0.03%
17,089
+513
575
$650K 0.03%
17,496
+8,444
21 22
23
24 25