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
701
$459K 0.02%
44,995
+951
702
$458K 0.02%
6,531
703
$457K 0.02%
4,346
+969
704
$454K 0.02%
13,859
-18,035
705
$452K 0.02%
5,000
+304
706
$452K 0.02%
5,135
-724
707
$452K 0.02%
22,366
+976
708
$452K 0.02%
21,920
-28,100
709
$451K 0.02%
6,055
+119
710
$449K 0.02%
3,460
+1,450
711
$448K 0.02%
32,024
+10,646
712
$447K 0.02%
7,762
-56
713
$444K 0.02%
4,802
-5,021
714
$444K 0.02%
16,091
-87
715
$444K 0.02%
4,329
-3,103
716
$443K 0.02%
13,286
+1,867
717
$443K 0.02%
8,179
+365
718
$443K 0.02%
14,674
+7,220
719
$443K 0.02%
4,326
-296
720
$441K 0.02%
2,174
-461
721
$441K 0.02%
9,988
-185
722
$440K 0.02%
3,914
-802
723
$440K 0.02%
22,137
-4,035
724
$440K 0.02%
16,950
+3,708
725
$440K 0.02%
7,179
-769
27 28
29
30 31