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
101
$5.3M 0.22%
171,485
-42,101
102
$5.28M 0.22%
128,661
-41,627
103
$5.23M 0.21%
58,470
+7,026
104
$5.22M 0.21%
32,731
+242
105
$5.2M 0.21%
86,706
+15,229
106
$5.19M 0.21%
87,567
-1,044
107
$5.18M 0.21%
446,538
+163,842
108
$5.15M 0.21%
164,502
+12,045
109
$5.08M 0.21%
140,599
+50,325
110
$5.03M 0.2%
45,425
+4,184
111
$5.01M 0.2%
167,335
-12,317
112
$4.96M 0.2%
140,423
+14,730
113
$4.9M 0.2%
30,147
-10,469
114
$4.83M 0.2%
44,701
+770
115
$4.81M 0.2%
68,300
-914
116
$4.8M 0.2%
101,436
+17,051
117
$4.74M 0.19%
46,966
-6,924
118
$4.73M 0.19%
98,913
+3,371
119
$4.72M 0.19%
28,747
-11,878
120
$4.66M 0.19%
82,047
-1,916
121
$4.64M 0.19%
146,670
-60,648
122
$4.63M 0.19%
55,403
-29,824
123
$4.62M 0.19%
57,277
-5,831
124
$4.62M 0.19%
196,784
+173,054
125
$4.52M 0.18%
17,004
+1,985
3 4
5
6 7