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
801
$364K 0.01%
9,617
+206
802
$363K 0.01%
8,120
-1,373
803
$363K 0.01%
5,332
-308
804
$362K 0.01%
28,851
+28,128
805
$362K 0.01%
2,912
-3,632
806
$361K 0.01%
15,014
-746
807
$360K 0.01%
3,933
+18
808
$359K 0.01%
15,113
+620
809
$356K 0.01%
10,567
+4,114
810
$356K 0.01%
13,343
+1,247
811
$356K 0.01%
7,425
+245
812
$351K 0.01%
11,060
+3,131
813
$351K 0.01%
14,988
+813
814
$350K 0.01%
16,496
-2,227
815
$350K 0.01%
20,595
+1,300
816
$349K 0.01%
8,509
-1,307
817
$347K 0.01%
14,994
+11,312
818
$345K 0.01%
3,740
+556
819
$345K 0.01%
3,917
-26
820
$344K 0.01%
5,755
+151
821
$344K 0.01%
20,930
+2,290
822
$343K 0.01%
7,106
-1,272
823
$342K 0.01%
17,279
+7,095
824
$342K 0.01%
20,974
-3,526
825
$342K 0.01%
14,496
-19,346
31 32
33
34 35