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
1051
$209K 0.01%
5,393
-732
1052
$209K 0.01%
8,677
-9,785
1053
$208K 0.01%
5,406
-143
1054
$208K 0.01%
7,584
-1,369
1055
$207K 0.01%
14,250
1056
$207K 0.01%
6,802
+1,043
1057
$207K 0.01%
7,529
-6,834
1058
$206K 0.01%
14,277
+800
1059
$205K 0.01%
11,300
+225
1060
$205K 0.01%
+9,776
1061
$204K 0.01%
4,421
-15
1062
$204K 0.01%
1,412
+12
1063
$204K 0.01%
8,832
+785
1064
$204K 0.01%
4,401
+1,640
1065
$203K 0.01%
1,993
-6
1066
$202K 0.01%
6,201
1067
$202K 0.01%
5,215
-157
1068
$202K 0.01%
11,063
-1,964
1069
$202K 0.01%
4,000
-500
1070
$201K 0.01%
2,391
+946
1071
$201K 0.01%
4,312
+29
1072
$201K 0.01%
2,042
+1,481
1073
$200K 0.01%
8,480
+316
1074
$199K 0.01%
6,849
+1,029
1075
$199K 0.01%
7,760
-22,595
41 42
43
44 45