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
1451
$102K ﹤0.01%
+3,300
1452
$102K ﹤0.01%
1,393
+150
1453
$102K ﹤0.01%
1,996
1454
$102K ﹤0.01%
641
+369
1455
$102K ﹤0.01%
644
+5
1456
$101K ﹤0.01%
4,443
-21
1457
$101K ﹤0.01%
1,488
1458
$101K ﹤0.01%
1,456
+51
1459
$101K ﹤0.01%
691
-119
1460
$101K ﹤0.01%
908
+432
1461
$101K ﹤0.01%
4,206
+823
1462
$100K ﹤0.01%
+2,524
1463
$100K ﹤0.01%
768
+216
1464
$100K ﹤0.01%
5,854
+1,381
1465
$99K ﹤0.01%
776
-4,153
1466
$99K ﹤0.01%
5,019
-2,116
1467
$99K ﹤0.01%
7,731
-4,549
1468
$99K ﹤0.01%
2,635
-479
1469
$99K ﹤0.01%
4,057
+821
1470
$99K ﹤0.01%
15,704
+63
1471
$99K ﹤0.01%
5,731
+4,800
1472
$98K ﹤0.01%
2,285
-116
1473
$98K ﹤0.01%
2,219
-568
1474
$98K ﹤0.01%
3,257
+208
1475
$97K ﹤0.01%
6,968
+977
57 58
59
60 61