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
1401
$111K ﹤0.01%
6,330
+2
1402
$111K ﹤0.01%
93
-1
1403
$111K ﹤0.01%
1,301
1404
$111K ﹤0.01%
9,022
-4,123
1405
$111K ﹤0.01%
2,890
-290
1406
$111K ﹤0.01%
2,793
-64
1407
$111K ﹤0.01%
494
-40
1408
$111K ﹤0.01%
4,552
-690
1409
$110K ﹤0.01%
1,971
1410
$110K ﹤0.01%
873
-73
1411
$110K ﹤0.01%
10,437
+1,120
1412
$110K ﹤0.01%
3,949
1413
$110K ﹤0.01%
5,464
+497
1414
$110K ﹤0.01%
13,600
+2,420
1415
$110K ﹤0.01%
2,150
+1,650
1416
$109K ﹤0.01%
2,334
+1,050
1417
$109K ﹤0.01%
3,685
-11,049
1418
$109K ﹤0.01%
3,195
-18,623
1419
$109K ﹤0.01%
8,142
-780
1420
$108K ﹤0.01%
1,842
-1,109
1421
$108K ﹤0.01%
2,898
1422
$108K ﹤0.01%
1,173
+129
1423
$107K ﹤0.01%
1,270
1424
$107K ﹤0.01%
2,220
+210
1425
$107K ﹤0.01%
2,901
+216
55 56
57
58 59