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
1201
$160K 0.01%
3,868
1202
$159K 0.01%
14,260
+11,412
1203
$159K 0.01%
10,887
-6,635
1204
$159K 0.01%
3,940
+64
1205
$159K 0.01%
6,278
+2,232
1206
$159K 0.01%
931
+169
1207
$159K 0.01%
6,279
+2,234
1208
$158K 0.01%
6,889
-46
1209
$158K 0.01%
10,430
-4,790
1210
$157K 0.01%
1,292
+429
1211
$157K 0.01%
7,119
1212
$157K 0.01%
7,432
-14
1213
$157K 0.01%
388
-71
1214
$156K 0.01%
3,481
+14
1215
$156K 0.01%
7,738
+612
1216
$154K 0.01%
4,213
+2,653
1217
$154K 0.01%
452
1218
$154K 0.01%
2,937
-1,842
1219
$154K 0.01%
519
+234
1220
$154K 0.01%
+107
1221
$154K 0.01%
2,276
-94
1222
$154K 0.01%
6,083
+2,225
1223
$154K 0.01%
3,519
+100
1224
$153K 0.01%
4,242
-1,430
1225
$153K 0.01%
1,057
-79
47 48
49
50 51