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
1476
$97K ﹤0.01%
549
+195
1477
$97K ﹤0.01%
6,066
1478
$97K ﹤0.01%
2,197
+383
1479
$97K ﹤0.01%
14,316
+6,129
1480
$97K ﹤0.01%
803
+609
1481
$97K ﹤0.01%
850
-127
1482
$97K ﹤0.01%
2,114
-8,772
1483
$96K ﹤0.01%
3,919
-2,097
1484
$96K ﹤0.01%
4,972
+4,453
1485
$96K ﹤0.01%
2,978
+863
1486
$96K ﹤0.01%
2,094
+135
1487
$96K ﹤0.01%
10,037
-7,013
1488
$96K ﹤0.01%
7,240
-3,724
1489
$96K ﹤0.01%
3,065
+324
1490
$96K ﹤0.01%
+6,000
1491
$95K ﹤0.01%
846
+214
1492
$95K ﹤0.01%
2,816
+1,480
1493
$95K ﹤0.01%
7,488
+45
1494
$95K ﹤0.01%
1,908
-48
1495
$95K ﹤0.01%
10,482
-1,213
1496
$95K ﹤0.01%
966
-621
1497
$95K ﹤0.01%
731
-9
1498
$95K ﹤0.01%
4,037
+3,837
1499
$95K ﹤0.01%
2,493
+152
1500
$95K ﹤0.01%
2,697
+1,920
58 59
60
61 62