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
1076
$199K 0.01%
3,896
-66
1077
$199K 0.01%
5,124
1078
$199K 0.01%
5,910
+2,056
1079
$199K 0.01%
4,058
+908
1080
$199K 0.01%
2,559
-60
1081
$199K 0.01%
2,588
+225
1082
$198K 0.01%
3,728
-328
1083
$198K 0.01%
13,297
+4,002
1084
$196K 0.01%
9,325
+251
1085
$195K 0.01%
6,998
-5,948
1086
$195K 0.01%
760
-6
1087
$195K 0.01%
1,399
+400
1088
$195K 0.01%
9,762
+3,112
1089
$195K 0.01%
3,160
-1,523
1090
$195K 0.01%
13,250
+2,350
1091
$194K 0.01%
3,297
-224
1092
$194K 0.01%
6,526
1093
$194K 0.01%
4,928
-8,016
1094
$194K 0.01%
150
+100
1095
$194K 0.01%
12,160
1096
$193K 0.01%
3,453
+357
1097
$193K 0.01%
1,584
+58
1098
$192K 0.01%
2,224
-313
1099
$192K 0.01%
6,254
-589
1100
$191K 0.01%
13,628
-381
42 43
44
45 46