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
851
$322K 0.01%
3,312
+305
852
$321K 0.01%
2,886
-3,560
853
$321K 0.01%
7,505
+1,997
854
$321K 0.01%
4,257
+1,019
855
$320K 0.01%
8,979
+40
856
$319K 0.01%
2,843
+114
857
$319K 0.01%
2,873
+1,944
858
$318K 0.01%
2,686
+820
859
$318K 0.01%
9,210
+6,273
860
$317K 0.01%
3,377
-2,288
861
$317K 0.01%
23,510
-1,550
862
$317K 0.01%
4,564
-39
863
$316K 0.01%
19,377
-1,874
864
$316K 0.01%
6,536
-3,867
865
$315K 0.01%
6,431
-1,035
866
$315K 0.01%
1,636
+577
867
$315K 0.01%
12,597
+414
868
$314K 0.01%
5,751
-945
869
$313K 0.01%
6,646
+1,176
870
$313K 0.01%
51,593
+9,783
871
$313K 0.01%
8,425
+8,050
872
$311K 0.01%
14,946
+10,956
873
$311K 0.01%
8,702
-3,027
874
$311K 0.01%
8,636
-800
875
$310K 0.01%
20,900
33 34
35
36 37