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
1151
$173K 0.01%
3,838
+373
1152
$172K 0.01%
5,037
-200
1153
$172K 0.01%
2,289
+2
1154
$172K 0.01%
1,024
-62
1155
$171K 0.01%
5,269
+375
1156
$171K 0.01%
3,046
+1,355
1157
$171K 0.01%
3,648
-345
1158
$171K 0.01%
4,481
-1,136
1159
$171K 0.01%
5,065
+2,937
1160
$170K 0.01%
2,923
+1,968
1161
$170K 0.01%
5,887
+491
1162
$170K 0.01%
7,234
+3,734
1163
$170K 0.01%
1,385
+56
1164
$169K 0.01%
12,066
+10,770
1165
$169K 0.01%
3,455
-2,333
1166
$169K 0.01%
185
+75
1167
$169K 0.01%
2,129
1168
$169K 0.01%
1,321
+688
1169
$168K 0.01%
6,423
+2,318
1170
$167K 0.01%
4,126
-170
1171
$166K 0.01%
13,425
+155
1172
$166K 0.01%
7,722
+2,760
1173
$166K 0.01%
1,303
-76
1174
$164K 0.01%
4,100
+950
1175
$164K 0.01%
1,026
-251
45 46
47
48 49