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
1351
$122K 0.01%
9,323
-5,290
1352
$122K 0.01%
4,025
-9,026
1353
$122K 0.01%
2,855
+145
1354
$122K 0.01%
869
-121
1355
$121K ﹤0.01%
2,623
+391
1356
$121K ﹤0.01%
667
-80
1357
$120K ﹤0.01%
5,312
+2,073
1358
$120K ﹤0.01%
1,351
-127
1359
$120K ﹤0.01%
1,471
1360
$119K ﹤0.01%
1,912
+1,672
1361
$119K ﹤0.01%
5,861
-450
1362
$119K ﹤0.01%
14,014
-10,000
1363
$119K ﹤0.01%
2,598
+7
1364
$118K ﹤0.01%
2,910
-6,744
1365
$118K ﹤0.01%
2,271
-194
1366
$118K ﹤0.01%
7,088
-6,736
1367
$118K ﹤0.01%
4,894
+3
1368
$118K ﹤0.01%
2,515
-479
1369
$118K ﹤0.01%
6,667
-316
1370
$118K ﹤0.01%
1,065
-184
1371
$118K ﹤0.01%
1,061
-305
1372
$118K ﹤0.01%
4,517
-1,383
1373
$117K ﹤0.01%
3,280
+1,476
1374
$117K ﹤0.01%
7,997
+3,672
1375
$117K ﹤0.01%
3,867
-6,379
53 54
55
56 57