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
126
$4.47M 0.18%
71,989
-62,414
127
$4.46M 0.18%
18,982
-3,052
128
$4.39M 0.18%
43,251
+9,139
129
$4.38M 0.18%
26,894
+722
130
$4.36M 0.18%
79,936
+40,175
131
$4.35M 0.18%
31,237
-4,227
132
$4.29M 0.17%
47,341
-1,572
133
$4.27M 0.17%
227,660
-1,876
134
$4.27M 0.17%
172,839
-7,986
135
$4.2M 0.17%
23,290
-6,642
136
$4.19M 0.17%
27,463
-1,944
137
$4.17M 0.17%
11,358
-149
138
$4.14M 0.17%
87,503
-1,213
139
$4.13M 0.17%
195,252
-36,144
140
$4.1M 0.17%
109,640
-5,350
141
$4.06M 0.17%
76,104
-69,781
142
$4.04M 0.16%
42,434
+9,494
143
$3.99M 0.16%
47,718
-9,312
144
$3.99M 0.16%
155,124
+33,414
145
$3.96M 0.16%
35,394
-1,234
146
$3.93M 0.16%
20,996
+13,903
147
$3.91M 0.16%
221,364
+15,807
148
$3.9M 0.16%
38,510
-12,064
149
$3.89M 0.16%
75,149
+5,028
150
$3.85M 0.16%
70,938
-2,701
4 5
6
7 8