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
1101
$191K 0.01%
11,796
+1,399
1102
$191K 0.01%
5,752
+3,024
1103
$190K 0.01%
2,758
+1,366
1104
$190K 0.01%
8,284
-14,624
1105
$190K 0.01%
3,364
+835
1106
$189K 0.01%
1,733
+968
1107
$189K 0.01%
2,643
+301
1108
$189K 0.01%
18,212
-7,054
1109
$189K 0.01%
3,770
+236
1110
$189K 0.01%
2,927
+1,814
1111
$188K 0.01%
1,196
-52
1112
$188K 0.01%
10,497
+2,458
1113
$187K 0.01%
6,146
+2,166
1114
$187K 0.01%
2,449
-929
1115
$187K 0.01%
1,939
-526
1116
$187K 0.01%
5,892
+219
1117
$186K 0.01%
2,339
+451
1118
$186K 0.01%
2,134
+2,100
1119
$185K 0.01%
4,036
+10
1120
$185K 0.01%
10,197
+731
1121
$185K 0.01%
1,339
+1,144
1122
$185K 0.01%
10,588
-1,339
1123
$184K 0.01%
2,030
+1,279
1124
$184K 0.01%
10,751
+5,923
1125
$183K 0.01%
1,681
-1
43 44
45
46 47