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
676
$478K 0.02%
8,511
+232
677
$477K 0.02%
4,302
-89
678
$477K 0.02%
39,656
+3,133
679
$477K 0.02%
34,270
+1,690
680
$477K 0.02%
75,243
+229
681
$476K 0.02%
4,360
+586
682
$474K 0.02%
4,648
+1,349
683
$474K 0.02%
2,916
+2,247
684
$473K 0.02%
26,339
+6,022
685
$471K 0.02%
+5,248
686
$471K 0.02%
11,394
+2,433
687
$471K 0.02%
11,966
-575
688
$469K 0.02%
8,084
+2,550
689
$469K 0.02%
17,000
690
$467K 0.02%
9,793
-7,701
691
$467K 0.02%
16,719
-990
692
$466K 0.02%
25,952
-41,802
693
$466K 0.02%
10,000
-199
694
$465K 0.02%
2,697
-574
695
$464K 0.02%
18,493
-362
696
$464K 0.02%
49,596
+878
697
$463K 0.02%
3,401
-2,812
698
$463K 0.02%
11,713
-12,132
699
$460K 0.02%
7,678
+20
700
$460K 0.02%
2,415
-460
26 27
28
29 30