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
51
$9.69M 0.4%
261,005
-5,225
52
$9.25M 0.38%
75,639
-3,545
53
$9.24M 0.38%
313,572
+19,295
54
$9.07M 0.37%
150,387
-14,824
55
$8.97M 0.37%
384,371
+201,029
56
$8.78M 0.36%
62,024
+2,319
57
$8.71M 0.35%
74,451
-5,365
58
$8.53M 0.35%
113,185
-9,594
59
$8.46M 0.34%
97,151
-23,933
60
$8.34M 0.34%
189,369
-3,410
61
$8.34M 0.34%
70,044
+5,288
62
$8.33M 0.34%
447,051
+46,696
63
$8.28M 0.34%
55,148
-11,602
64
$8.05M 0.33%
72,709
-1,736
65
$7.96M 0.32%
47,219
-4,526
66
$7.9M 0.32%
87,406
+7,485
67
$7.87M 0.32%
174,072
-10,718
68
$7.8M 0.32%
148,240
+33,757
69
$7.8M 0.32%
144,587
+101,087
70
$7.23M 0.29%
43,235
-3,383
71
$7.07M 0.29%
145,331
+1,026
72
$6.99M 0.28%
2,019,318
-159,792
73
$6.81M 0.28%
114,080
+3,100
74
$6.63M 0.27%
91,119
+2,284
75
$6.51M 0.27%
24,631
-221
1 2
3
4 5