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
1176
$164K 0.01%
5,742
-1,425
1177
$164K 0.01%
2,232
-99
1178
$164K 0.01%
2,620
+69
1179
$164K 0.01%
6,960
1180
$163K 0.01%
10,443
-442
1181
$163K 0.01%
3,818
-478
1182
$163K 0.01%
9,984
+1,460
1183
$163K 0.01%
13,356
+213
1184
$163K 0.01%
2,320
-1,095
1185
$163K 0.01%
1,282
-267
1186
$163K 0.01%
505
+166
1187
$162K 0.01%
3,102
-2,286
1188
$162K 0.01%
7,080
+1,438
1189
$162K 0.01%
932
-158
1190
$162K 0.01%
1,186
-393
1191
$161K 0.01%
1,845
+129
1192
$161K 0.01%
3,348
+548
1193
$161K 0.01%
2,956
-13
1194
$161K 0.01%
1,240
-235
1195
$161K 0.01%
14,832
+1,831
1196
$161K 0.01%
2,199
+2
1197
$160K 0.01%
4,046
-362
1198
$160K 0.01%
3,274
-554
1199
$160K 0.01%
7,002
+387
1200
$160K 0.01%
1,464
-521
46 47
48
49 50