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
1301
$134K 0.01%
3,675
+1,867
1302
$133K 0.01%
10,249
+2,031
1303
$133K 0.01%
732
-19
1304
$133K 0.01%
4,685
+1,250
1305
$133K 0.01%
8,466
+1,008
1306
$133K 0.01%
5,600
-10,828
1307
$132K 0.01%
9,839
-150
1308
$132K 0.01%
2,086
+5
1309
$132K 0.01%
2,896
-106
1310
$132K 0.01%
5,732
-1,729
1311
$132K 0.01%
1,059
+52
1312
$132K 0.01%
2,287
-921
1313
$131K 0.01%
1,189
+300
1314
$130K 0.01%
2,094
-2,031
1315
$130K 0.01%
7,111
+1,175
1316
$130K 0.01%
1,770
+560
1317
$130K 0.01%
5,525
1318
$130K 0.01%
151
+41
1319
$130K 0.01%
5,241
+1,259
1320
$129K 0.01%
1,486
-3,843
1321
$129K 0.01%
458
-143
1322
$129K 0.01%
2,676
-73
1323
$129K 0.01%
2,670
+1,385
1324
$128K 0.01%
400
1325
$128K 0.01%
4,582
+34
51 52
53
54 55