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
751
$416K 0.02%
6,088
-569
752
$414K 0.02%
5,716
+426
753
$414K 0.02%
1,222
+43
754
$414K 0.02%
18,132
+3,499
755
$413K 0.02%
2,798
+1,073
756
$413K 0.02%
6,134
+593
757
$412K 0.02%
3,756
+627
758
$410K 0.02%
12,420
+10,440
759
$410K 0.02%
9,925
+3,226
760
$405K 0.02%
8,237
+1,281
761
$405K 0.02%
6,401
-77
762
$403K 0.02%
20,712
-704
763
$403K 0.02%
11,529
+4,887
764
$402K 0.02%
2,528
-3,347
765
$402K 0.02%
8,614
+56
766
$401K 0.02%
7,421
+4,011
767
$401K 0.02%
3,000
-7
768
$401K 0.02%
10,410
-399
769
$401K 0.02%
15,139
+1,063
770
$400K 0.02%
25,855
-700
771
$399K 0.02%
5,891
+3,051
772
$398K 0.02%
10,078
-2,649
773
$397K 0.02%
13,912
+204
774
$397K 0.02%
12,402
+4,719
775
$396K 0.02%
9,583
-1,453
29 30
31
32 33