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
1501
$95K ﹤0.01%
3,974
+172
1502
$95K ﹤0.01%
10,000
1503
$95K ﹤0.01%
6,648
-1,333
1504
$94K ﹤0.01%
3,211
-328
1505
$94K ﹤0.01%
4,867
-90
1506
$94K ﹤0.01%
3,453
-2,014
1507
$94K ﹤0.01%
2,068
-173
1508
$94K ﹤0.01%
1,884
-23
1509
$94K ﹤0.01%
5,960
+3,410
1510
$93K ﹤0.01%
8,456
-1,225
1511
$93K ﹤0.01%
2,008
+1,462
1512
$93K ﹤0.01%
1,819
+1,508
1513
$93K ﹤0.01%
1,492
+350
1514
$93K ﹤0.01%
+15,038
1515
$93K ﹤0.01%
7,119
+610
1516
$93K ﹤0.01%
2,814
+1,452
1517
$93K ﹤0.01%
2,576
-33
1518
$92K ﹤0.01%
3,918
-475
1519
$92K ﹤0.01%
3,780
-1,488
1520
$92K ﹤0.01%
3,579
+486
1521
$92K ﹤0.01%
5,355
1522
$92K ﹤0.01%
6,514
-31
1523
$92K ﹤0.01%
1,209
+104
1524
$92K ﹤0.01%
3,188
+14
1525
$92K ﹤0.01%
3,769
-1,200
59 60
61
62 63