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
651
$507K 0.02%
11,023
652
$505K 0.02%
390
+225
653
$504K 0.02%
8,457
+1,395
654
$502K 0.02%
12,455
-4,082
655
$501K 0.02%
7,899
+1,047
656
$498K 0.02%
20,007
-7,790
657
$497K 0.02%
7,978
-3,689
658
$496K 0.02%
17,535
-1,588
659
$494K 0.02%
49,971
-342
660
$493K 0.02%
19,638
-2,027
661
$492K 0.02%
12,989
+152
662
$490K 0.02%
1,387
-94
663
$490K 0.02%
20,395
+335
664
$490K 0.02%
5,406
+2,638
665
$489K 0.02%
6,192
+2,047
666
$488K 0.02%
4,140
-5,037
667
$487K 0.02%
2,544
+870
668
$485K 0.02%
28,227
+1,020
669
$484K 0.02%
41,573
+9,673
670
$484K 0.02%
6,622
+922
671
$482K 0.02%
29,946
-1,063
672
$480K 0.02%
7,826
-861
673
$480K 0.02%
10,177
+2,785
674
$480K 0.02%
14,540
-814
675
$479K 0.02%
2,817
-2,937
25 26
27
28 29