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
576
$650K 0.03%
30,828
-4,142
577
$649K 0.03%
8,579
+71
578
$649K 0.03%
17,730
-653
579
$649K 0.03%
13,701
-5,852
580
$646K 0.03%
3,039
-71
581
$644K 0.03%
22,615
-3,935
582
$641K 0.03%
15,803
+4,439
583
$641K 0.03%
7,497
+3,997
584
$639K 0.03%
26,912
+1,616
585
$639K 0.03%
13,721
-2,481
586
$638K 0.03%
37,533
+5,231
587
$636K 0.03%
13,619
+650
588
$634K 0.03%
6,622
-407
589
$634K 0.03%
37,890
+34,937
590
$630K 0.03%
5,915
-1,361
591
$629K 0.03%
12,520
+2,992
592
$629K 0.03%
7,254
+514
593
$625K 0.03%
9,953
-5,290
594
$624K 0.03%
22,877
595
$621K 0.03%
33,026
+29,724
596
$620K 0.03%
4,777
+723
597
$619K 0.03%
6,891
-59
598
$619K 0.03%
6,225
+252
599
$619K 0.03%
4,192
-8,068
600
$607K 0.02%
9,960
-176
22 23
24
25 26