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
726
$439K 0.02%
15,922
+4,990
727
$438K 0.02%
13,082
-118
728
$437K 0.02%
16,381
+377
729
$437K 0.02%
3,957
+1,903
730
$436K 0.02%
2,092
+122
731
$433K 0.02%
902
+108
732
$432K 0.02%
24,581
+832
733
$432K 0.02%
14,041
-367
734
$431K 0.02%
11,267
-5,141
735
$431K 0.02%
7,969
-725
736
$430K 0.02%
3,120
737
$430K 0.02%
13,135
+2,895
738
$427K 0.02%
6,947
-1,089
739
$426K 0.02%
32,223
+3,033
740
$426K 0.02%
5,090
+890
741
$424K 0.02%
15,463
-1,113
742
$424K 0.02%
942
+508
743
$422K 0.02%
34,785
+14,210
744
$422K 0.02%
3,160
+155
745
$421K 0.02%
7,658
-454
746
$420K 0.02%
16,677
-1,482
747
$418K 0.02%
18,542
+12,539
748
$418K 0.02%
3,824
+2,372
749
$418K 0.02%
3,134
-67
750
$417K 0.02%
+10,599
28 29
30
31 32