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
1026
$217K 0.01%
3,128
-448
1027
$217K 0.01%
606
-224
1028
$217K 0.01%
6,980
-166
1029
$217K 0.01%
10,262
-5,533
1030
$216K 0.01%
3,763
+662
1031
$215K 0.01%
8,998
+2,023
1032
$215K 0.01%
4,486
-6,564
1033
$215K 0.01%
3,183
-9,375
1034
$214K 0.01%
4,018
+34
1035
$214K 0.01%
1,648
+29
1036
$213K 0.01%
5,141
+126
1037
$213K 0.01%
4,345
-493
1038
$212K 0.01%
9,461
+3,836
1039
$212K 0.01%
1,336
+62
1040
$212K 0.01%
5,998
+935
1041
$211K 0.01%
13,282
-3,349
1042
$211K 0.01%
2,737
+243
1043
$211K 0.01%
8,839
-1,155
1044
$211K 0.01%
3,438
-36
1045
$211K 0.01%
2,781
+221
1046
$210K 0.01%
8,940
+2,284
1047
$210K 0.01%
5,262
+1,992
1048
$210K 0.01%
11,812
+3,450
1049
$210K 0.01%
11,853
-2,311
1050
$209K 0.01%
3,630
+1,415
40 41
42
43 44