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
826
$340K 0.01%
10,023
-211
827
$340K 0.01%
8,500
828
$338K 0.01%
864
-19
829
$338K 0.01%
3,630
+457
830
$338K 0.01%
4,453
-119
831
$337K 0.01%
5,197
-424
832
$337K 0.01%
5,718
-99
833
$336K 0.01%
10,065
+8,105
834
$332K 0.01%
8,402
+22
835
$332K 0.01%
3,774
+398
836
$331K 0.01%
14,378
-2,558
837
$331K 0.01%
10,118
-4,321
838
$331K 0.01%
15,241
-296
839
$329K 0.01%
2,514
840
$328K 0.01%
6,305
+325
841
$327K 0.01%
34,949
+13,391
842
$327K 0.01%
1,852
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843
$326K 0.01%
16,758
-395
844
$326K 0.01%
15,109
+4,749
845
$325K 0.01%
7,031
+1,656
846
$325K 0.01%
18,648
-4,073
847
$323K 0.01%
9,359
+689
848
$323K 0.01%
12,777
+7,986
849
$322K 0.01%
28,265
+5,595
850
$322K 0.01%
2,273
-795
32 33
34
35 36