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
601
$607K 0.02%
24,898
+1,500
602
$606K 0.02%
10,776
-1,179
603
$603K 0.02%
12,957
+2,451
604
$600K 0.02%
14,367
+104
605
$599K 0.02%
9,946
-37,144
606
$596K 0.02%
2,619
+837
607
$595K 0.02%
4,179
-184
608
$593K 0.02%
11,420
+650
609
$593K 0.02%
12,925
+1,470
610
$592K 0.02%
23,353
-1,544
611
$590K 0.02%
5,925
+2,259
612
$590K 0.02%
8,525
+4,137
613
$588K 0.02%
26,399
-10,930
614
$587K 0.02%
19,058
-8,112
615
$585K 0.02%
10,104
-2,731
616
$583K 0.02%
28,807
-88,248
617
$583K 0.02%
48,171
+2,210
618
$580K 0.02%
28,691
+3,496
619
$578K 0.02%
15,106
+10,878
620
$577K 0.02%
7,510
+1,192
621
$575K 0.02%
12,465
+12,197
622
$575K 0.02%
16,867
+5,710
623
$571K 0.02%
30,841
-129
624
$571K 0.02%
9,398
-63
625
$569K 0.02%
22,830
+930
23 24
25
26 27