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
1001
$230K 0.01%
5,433
-18
1002
$229K 0.01%
+17,891
1003
$229K 0.01%
9,679
+6,591
1004
$228K 0.01%
+8,523
1005
$227K 0.01%
4,846
-788
1006
$226K 0.01%
2,688
-3
1007
$226K 0.01%
9,282
-471
1008
$226K 0.01%
12,347
-4,664
1009
$225K 0.01%
3,794
-5,038
1010
$225K 0.01%
4,504
+1,183
1011
$225K 0.01%
3,371
+2,430
1012
$225K 0.01%
3,199
+749
1013
$223K 0.01%
696
1014
$223K 0.01%
9,143
-4,641
1015
$223K 0.01%
5,946
-906
1016
$223K 0.01%
6,795
-4,695
1017
$223K 0.01%
2,583
+191
1018
$221K 0.01%
285
+194
1019
$221K 0.01%
4,502
+334
1020
$221K 0.01%
40,889
+1,050
1021
$221K 0.01%
1,781
-980
1022
$221K 0.01%
2,753
+1,020
1023
$221K 0.01%
1,444
+666
1024
$218K 0.01%
2,541
-414
1025
$218K 0.01%
9,039
-278
39 40
41
42 43