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
951
$252K 0.01%
1,456
+758
952
$251K 0.01%
4,265
+50
953
$250K 0.01%
3,790
+322
954
$250K 0.01%
7,353
+1,001
955
$250K 0.01%
4,818
+1,655
956
$250K 0.01%
1,448
+736
957
$249K 0.01%
3,017
+2,108
958
$249K 0.01%
14,776
-946
959
$249K 0.01%
6,811
+1,015
960
$249K 0.01%
4,697
+525
961
$249K 0.01%
15,600
-3,320
962
$249K 0.01%
3,453
+410
963
$248K 0.01%
6,219
-595
964
$248K 0.01%
8,387
+1,978
965
$248K 0.01%
902
+105
966
$248K 0.01%
3,339
+1,313
967
$248K 0.01%
5,377
+1,934
968
$247K 0.01%
3,466
-1,892
969
$247K 0.01%
10,432
-193
970
$246K 0.01%
43,342
+1,289
971
$246K 0.01%
7,330
+167
972
$246K 0.01%
9,943
+403
973
$246K 0.01%
9,748
+505
974
$242K 0.01%
6,963
-3,072
975
$242K 0.01%
2,414
+1
37 38
39
40 41