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
1326
$128K 0.01%
7,230
+6,255
1327
$128K 0.01%
5,748
1328
$128K 0.01%
6,044
+525
1329
$128K 0.01%
1,832
-1,007
1330
$128K 0.01%
318
+10
1331
$127K 0.01%
2,492
+37
1332
$127K 0.01%
3,602
+1,338
1333
$126K 0.01%
6,197
-605
1334
$126K 0.01%
2,883
+2,763
1335
$126K 0.01%
7,182
+417
1336
$126K 0.01%
1,982
+970
1337
$126K 0.01%
11,450
-1,587
1338
$125K 0.01%
2,927
-5,219
1339
$125K 0.01%
3,107
+1,158
1340
$125K 0.01%
12,540
+1,900
1341
$125K 0.01%
3,665
-1,575
1342
$125K 0.01%
13,446
+307
1343
$124K 0.01%
5,593
-2,589
1344
$124K 0.01%
9,214
+708
1345
$124K 0.01%
1,313
-2
1346
$123K 0.01%
1,960
1347
$123K 0.01%
9,500
1348
$123K 0.01%
2,376
-172
1349
$123K 0.01%
+1,951
1350
$122K 0.01%
3,747
+528
52 53
54
55 56