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
1526
$92K ﹤0.01%
1,974
-571
1527
$91K ﹤0.01%
931
+682
1528
$91K ﹤0.01%
2,628
-250
1529
$91K ﹤0.01%
3,144
+1,614
1530
$91K ﹤0.01%
503
-518
1531
$91K ﹤0.01%
1,319
+51
1532
$91K ﹤0.01%
10,361
+1,912
1533
$91K ﹤0.01%
2,291
-46
1534
$91K ﹤0.01%
6,131
-1,149
1535
$91K ﹤0.01%
1,361
+134
1536
$90K ﹤0.01%
1,286
1537
$90K ﹤0.01%
1,581
-602
1538
$90K ﹤0.01%
2,050
-11
1539
$90K ﹤0.01%
3,728
-503
1540
$90K ﹤0.01%
1,801
1541
$90K ﹤0.01%
1,244
+2
1542
$90K ﹤0.01%
2,384
+1,102
1543
$90K ﹤0.01%
3,026
1544
$89K ﹤0.01%
2,611
+14
1545
$89K ﹤0.01%
3,921
+183
1546
$89K ﹤0.01%
873
+83
1547
$89K ﹤0.01%
3,427
-27
1548
$89K ﹤0.01%
4,730
-291
1549
$89K ﹤0.01%
1,333
-6
1550
$89K ﹤0.01%
4,439
-450
60 61
62
63 64