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
776
$395K 0.02%
13,188
+5,473
777
$395K 0.02%
13,524
+4,398
778
$395K 0.02%
9,966
+8,268
779
$395K 0.02%
30,879
-1,174
780
$395K 0.02%
16,334
-150
781
$393K 0.02%
12,417
+6,287
782
$393K 0.02%
3,742
-541
783
$393K 0.02%
7,781
+6,582
784
$392K 0.02%
9,471
+1,563
785
$392K 0.02%
16,531
+13,662
786
$392K 0.02%
7,340
-9,268
787
$388K 0.02%
16,146
+4,684
788
$384K 0.02%
6,066
+31
789
$383K 0.02%
14,568
+83
790
$376K 0.02%
13,380
-2,130
791
$376K 0.02%
51,269
+537
792
$375K 0.02%
7,865
+1,852
793
$375K 0.02%
31,210
+44
794
$375K 0.02%
8,897
-3,959
795
$374K 0.02%
5,646
796
$373K 0.02%
5,128
+323
797
$373K 0.02%
48,547
+10,341
798
$372K 0.02%
2,943
-551
799
$370K 0.02%
6,501
800
$366K 0.01%
24,406
+14,403
30 31
32
33 34