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
1126
$181K 0.01%
4,803
-1,816
1127
$181K 0.01%
3,915
-25
1128
$181K 0.01%
4,900
+1,270
1129
$181K 0.01%
6,794
-745
1130
$181K 0.01%
5,185
+2,265
1131
$180K 0.01%
8,154
+1,582
1132
$179K 0.01%
9,298
+2
1133
$178K 0.01%
1,057
-49
1134
$178K 0.01%
5,791
+130
1135
$177K 0.01%
13,728
-5,592
1136
$177K 0.01%
4,207
-9,140
1137
$177K 0.01%
3,549
+2,610
1138
$177K 0.01%
6,320
+4,740
1139
$176K 0.01%
3,980
-60
1140
$176K 0.01%
1,195
-1,322
1141
$175K 0.01%
405
+85
1142
$175K 0.01%
+21,407
1143
$175K 0.01%
5,387
+1,687
1144
$175K 0.01%
11,825
+166
1145
$175K 0.01%
9,619
+305
1146
$173K 0.01%
12,909
1147
$173K 0.01%
5,081
+3
1148
$173K 0.01%
4,093
-5,543
1149
$173K 0.01%
4,599
+2,975
1150
$173K 0.01%
8,244
+929
44 45
46
47 48