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
1251
$145K 0.01%
1,677
-10
1252
$145K 0.01%
9,700
+66
1253
$145K 0.01%
1,385
+450
1254
$145K 0.01%
2,306
+1
1255
$145K 0.01%
2,879
-1,668
1256
$144K 0.01%
6,016
-1,677
1257
$144K 0.01%
7,165
-150
1258
$144K 0.01%
519
-1,752
1259
$144K 0.01%
8,096
+2,316
1260
$144K 0.01%
4,307
+847
1261
$144K 0.01%
2,145
-52
1262
$143K 0.01%
9,451
1263
$143K 0.01%
8,607
+1,100
1264
$142K 0.01%
2,810
-26
1265
$142K 0.01%
2,666
+102
1266
$141K 0.01%
3,275
-618
1267
$141K 0.01%
2,373
-2,581
1268
$141K 0.01%
1,947
+494
1269
$141K 0.01%
5,378
+2,060
1270
$140K 0.01%
2,412
+1,315
1271
$140K 0.01%
1,995
-98
1272
$140K 0.01%
5,875
-56
1273
$140K 0.01%
12,953
+1,760
1274
$140K 0.01%
3,825
-56
1275
$140K 0.01%
4,955
49 50
51
52 53