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
1276
$139K 0.01%
10,970
-1,248
1277
$139K 0.01%
2,472
-111
1278
$139K 0.01%
14,442
1279
$138K 0.01%
3,333
-159
1280
$137K 0.01%
1,186
+317
1281
$137K 0.01%
984
+8
1282
$137K 0.01%
2,782
-1,651
1283
$137K 0.01%
11,700
-900
1284
$137K 0.01%
4,341
+3,356
1285
$137K 0.01%
4,915
+1,920
1286
$137K 0.01%
6,905
-43
1287
$136K 0.01%
749
+646
1288
$136K 0.01%
2,059
+422
1289
$136K 0.01%
4,469
+2,275
1290
$136K 0.01%
3,164
-176
1291
$136K 0.01%
+3,100
1292
$136K 0.01%
151
-7
1293
$135K 0.01%
1,797
1294
$135K 0.01%
1,077
-16
1295
$135K 0.01%
5,636
+1,159
1296
$135K 0.01%
2,180
-198
1297
$134K 0.01%
1,898
-4,195
1298
$134K 0.01%
2,395
1299
$134K 0.01%
1,354
+7
1300
$134K 0.01%
2,259
50 51
52
53 54