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
626
$566K 0.02%
26,382
-253
627
$564K 0.02%
9,411
+188
628
$555K 0.02%
14,788
+3,645
629
$554K 0.02%
2,421
+285
630
$551K 0.02%
2,822
+146
631
$549K 0.02%
4,544
+237
632
$544K 0.02%
13,995
-1,645
633
$541K 0.02%
14,974
+1,713
634
$541K 0.02%
5,346
+2,318
635
$540K 0.02%
11,584
-341
636
$532K 0.02%
22,624
+240
637
$523K 0.02%
6,527
+1,553
638
$522K 0.02%
13,538
+315
639
$521K 0.02%
20,110
+2,664
640
$521K 0.02%
2,417
-2,721
641
$520K 0.02%
12,927
-1,770
642
$520K 0.02%
2,326
-39
643
$520K 0.02%
11,957
-291
644
$518K 0.02%
21,869
-346
645
$517K 0.02%
28,173
-2,538
646
$516K 0.02%
2,114
+1
647
$515K 0.02%
22,494
-5,812
648
$510K 0.02%
12,575
+597
649
$509K 0.02%
3,165
-742
650
$509K 0.02%
+9,014
24 25
26
27 28