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
876
$310K 0.01%
5,159
+2,164
877
$308K 0.01%
2,109
+903
878
$308K 0.01%
5,552
+656
879
$307K 0.01%
6,552
880
$306K 0.01%
32,231
-5,549
881
$302K 0.01%
3,256
+212
882
$301K 0.01%
1,602
-721
883
$300K 0.01%
18,376
-3,101
884
$300K 0.01%
14,207
+278
885
$299K 0.01%
3,168
-803
886
$298K 0.01%
8,526
+3,594
887
$298K 0.01%
6,107
-412
888
$298K 0.01%
13,836
-404
889
$297K 0.01%
8,103
+5,189
890
$297K 0.01%
7,406
+2,430
891
$294K 0.01%
1,735
+954
892
$293K 0.01%
23,000
893
$292K 0.01%
911
+249
894
$291K 0.01%
10,100
+1,000
895
$291K 0.01%
2,700
-1,691
896
$287K 0.01%
9,920
-3,205
897
$287K 0.01%
2,826
+652
898
$286K 0.01%
9,875
+205
899
$286K 0.01%
5,157
+1,265
900
$285K 0.01%
11,072
-465
34 35
36
37 38