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
1376
$117K ﹤0.01%
3,564
-5,932
1377
$117K ﹤0.01%
2,207
+1,586
1378
$116K ﹤0.01%
986
-197
1379
$116K ﹤0.01%
857
-194
1380
$116K ﹤0.01%
1,253
-95
1381
$116K ﹤0.01%
190
+163
1382
$116K ﹤0.01%
2,615
+619
1383
$114K ﹤0.01%
2,503
-1,500
1384
$114K ﹤0.01%
7,123
+4,000
1385
$114K ﹤0.01%
6,472
1386
$114K ﹤0.01%
1,660
+1
1387
$114K ﹤0.01%
3,179
-2,725
1388
$114K ﹤0.01%
+2,913
1389
$113K ﹤0.01%
6,397
+7
1390
$113K ﹤0.01%
2,488
+48
1391
$113K ﹤0.01%
11,135
1392
$113K ﹤0.01%
3,440
+3,125
1393
$113K ﹤0.01%
1,310
+783
1394
$113K ﹤0.01%
2,662
-2,632
1395
$113K ﹤0.01%
1,545
-61
1396
$113K ﹤0.01%
1,750
+1,429
1397
$112K ﹤0.01%
2,776
-1,270
1398
$112K ﹤0.01%
889
+573
1399
$112K ﹤0.01%
5,673
1400
$111K ﹤0.01%
4,328
-60
54 55
56
57 58