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
1426
$107K ﹤0.01%
6,606
+5,606
1427
$107K ﹤0.01%
952
-164
1428
$106K ﹤0.01%
955
+35
1429
$106K ﹤0.01%
7,400
-1,188
1430
$106K ﹤0.01%
4,389
-856
1431
$106K ﹤0.01%
2,080
+500
1432
$106K ﹤0.01%
3,309
-2,779
1433
$106K ﹤0.01%
4,173
+2,215
1434
$106K ﹤0.01%
10,958
+156
1435
$105K ﹤0.01%
3,838
+948
1436
$105K ﹤0.01%
4,124
-781
1437
$105K ﹤0.01%
3,768
-405
1438
$105K ﹤0.01%
281
1439
$105K ﹤0.01%
1,200
-673
1440
$105K ﹤0.01%
5,518
+136
1441
$104K ﹤0.01%
+7,000
1442
$104K ﹤0.01%
747
-496
1443
$104K ﹤0.01%
3,590
-549
1444
$104K ﹤0.01%
945
-136
1445
$103K ﹤0.01%
3,323
+3,017
1446
$103K ﹤0.01%
1,280
-8,185
1447
$103K ﹤0.01%
1,311
-6,541
1448
$103K ﹤0.01%
2,687
+500
1449
$103K ﹤0.01%
1,444
-325
1450
$103K ﹤0.01%
5,448
+49
56 57
58
59 60