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
901
$283K 0.01%
14,974
+3,906
902
$283K 0.01%
3,954
+2,249
903
$281K 0.01%
9,438
+8,088
904
$281K 0.01%
11,356
+1,000
905
$279K 0.01%
6,580
+45
906
$279K 0.01%
4,125
-146
907
$279K 0.01%
1,786
+459
908
$279K 0.01%
2,826
-2,619
909
$278K 0.01%
8,560
-2,481
910
$277K 0.01%
4,626
+2,526
911
$275K 0.01%
4,033
-1,146
912
$274K 0.01%
11,402
-5,645
913
$273K 0.01%
3,407
+1,074
914
$273K 0.01%
1,773
-26
915
$273K 0.01%
3,501
+2,036
916
$272K 0.01%
18,200
-1,000
917
$271K 0.01%
5,720
-124
918
$270K 0.01%
4,531
-517
919
$270K 0.01%
143
-22
920
$270K 0.01%
5,788
+3,243
921
$269K 0.01%
4,598
-980
922
$267K 0.01%
6,000
+6
923
$267K 0.01%
1,654
+474
924
$266K 0.01%
29,250
-11,050
925
$266K 0.01%
13,050
+441
35 36
37
38 39