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
76
$6.46M 0.26%
919,920
+46,000
77
$6.45M 0.26%
169,435
-4,352
78
$6.41M 0.26%
250,951
-44,603
79
$6.39M 0.26%
125,433
+8,837
80
$6.38M 0.26%
58,842
+30,379
81
$6.38M 0.26%
413,781
-25,696
82
$6.38M 0.26%
138,028
-7,829
83
$6.35M 0.26%
55,213
-2,821
84
$6.17M 0.25%
52,653
+20,287
85
$6.17M 0.25%
27,693
+410
86
$6.13M 0.25%
64,824
+2,446
87
$6.09M 0.25%
104,576
-23,972
88
$6.05M 0.25%
211,898
+2,838
89
$6.05M 0.25%
112,093
-1,182
90
$5.91M 0.24%
306,468
+61,356
91
$5.88M 0.24%
308,836
+51,464
92
$5.82M 0.24%
123,106
-5,005
93
$5.77M 0.24%
108,190
+16,399
94
$5.59M 0.23%
33,951
+2,220
95
$5.57M 0.23%
20,866
-15,471
96
$5.55M 0.23%
69,384
-1,155
97
$5.52M 0.23%
69,019
+2,877
98
$5.4M 0.22%
75,023
+1,170
99
$5.36M 0.22%
68,591
-2,712
100
$5.34M 0.22%
78,606
-3,856
2 3
4
5 6