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
976
$242K 0.01%
72,165
+15,138
977
$241K 0.01%
3,938
+132
978
$240K 0.01%
6,797
-18
979
$240K 0.01%
5,536
+986
980
$239K 0.01%
5,562
-13,528
981
$238K 0.01%
3,270
-776
982
$237K 0.01%
2,707
-1,087
983
$237K 0.01%
4,509
+1,523
984
$236K 0.01%
17,107
-279
985
$235K 0.01%
2,839
-2,276
986
$235K 0.01%
19,400
-103
987
$235K 0.01%
3,360
-2,911
988
$234K 0.01%
4,482
+960
989
$234K 0.01%
937
+537
990
$234K 0.01%
2,202
+300
991
$234K 0.01%
7,480
-2,084
992
$233K 0.01%
1,395
-73
993
$233K 0.01%
1,744
+1,147
994
$233K 0.01%
17,176
+616
995
$232K 0.01%
4,544
-3,785
996
$231K 0.01%
4,813
+1,077
997
$231K 0.01%
2,019
+642
998
$230K 0.01%
4,225
+917
999
$230K 0.01%
9,661
+1,492
1000
$230K 0.01%
7,414
+3,158
38 39
40
41 42