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
926
$266K 0.01%
11,440
+535
927
$265K 0.01%
5,514
+70
928
$265K 0.01%
4,984
+2,466
929
$265K 0.01%
6,532
-1,072
930
$265K 0.01%
11,368
-1,239
931
$264K 0.01%
18,091
+871
932
$264K 0.01%
4,450
-22
933
$263K 0.01%
9,598
-238
934
$262K 0.01%
1,424
-468
935
$261K 0.01%
12,845
+5,106
936
$259K 0.01%
8,698
-376
937
$259K 0.01%
5,420
-878
938
$258K 0.01%
10,219
-1,218
939
$257K 0.01%
5,244
+31
940
$257K 0.01%
6,260
941
$257K 0.01%
4,294
-9,985
942
$257K 0.01%
4,782
+351
943
$257K 0.01%
9,295
+3,514
944
$256K 0.01%
13,265
-1,075
945
$256K 0.01%
5,849
+1,666
946
$256K 0.01%
4,803
+3,319
947
$255K 0.01%
1,931
+344
948
$255K 0.01%
7,265
-63
949
$252K 0.01%
7,786
+2,578
950
$252K 0.01%
6,007
-1,119
36 37
38
39 40