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
1226
$153K 0.01%
818
+42
1227
$152K 0.01%
17,354
+15,200
1228
$152K 0.01%
976
-87
1229
$151K 0.01%
16,655
-5,696
1230
$151K 0.01%
6,598
-2,246
1231
$151K 0.01%
10,917
+800
1232
$151K 0.01%
2,273
-314
1233
$151K 0.01%
7,022
-3,237
1234
$150K 0.01%
5,144
-2,248
1235
$150K 0.01%
4,119
-168
1236
$150K 0.01%
3,382
-2,433
1237
$150K 0.01%
12,314
-530
1238
$149K 0.01%
2,228
-1,072
1239
$149K 0.01%
11,739
-10,425
1240
$149K 0.01%
3,976
-1,051
1241
$149K 0.01%
2,095
+1,525
1242
$148K 0.01%
4,172
-909
1243
$148K 0.01%
3,838
+291
1244
$148K 0.01%
2,550
+609
1245
$148K 0.01%
515
-33
1246
$147K 0.01%
3,262
+39
1247
$147K 0.01%
947
-265
1248
$146K 0.01%
6,005
+391
1249
$146K 0.01%
4,935
-176
1250
$145K 0.01%
1,532
+160
48 49
50
51 52