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
1551
$88K ﹤0.01%
5,051
+4,961
1552
$88K ﹤0.01%
3,515
1553
$88K ﹤0.01%
2,253
+476
1554
$88K ﹤0.01%
3,630
+1,442
1555
$88K ﹤0.01%
6,887
+3,563
1556
$88K ﹤0.01%
1,403
+46
1557
$88K ﹤0.01%
1,543
+200
1558
$88K ﹤0.01%
1,738
-785
1559
$88K ﹤0.01%
9,031
+95
1560
$88K ﹤0.01%
1,451
+444
1561
$88K ﹤0.01%
2,579
+2,279
1562
$88K ﹤0.01%
4,903
+56
1563
$87K ﹤0.01%
3,455
-3,033
1564
$87K ﹤0.01%
8,957
+1,409
1565
$87K ﹤0.01%
1,665
+1,100
1566
$87K ﹤0.01%
5,073
1567
$86K ﹤0.01%
2,571
+50
1568
$86K ﹤0.01%
348
-24
1569
$86K ﹤0.01%
1,668
+21
1570
$86K ﹤0.01%
4,553
+28
1571
$86K ﹤0.01%
2,122
+57
1572
$85K ﹤0.01%
2,788
+59
1573
$85K ﹤0.01%
4,574
-69
1574
$85K ﹤0.01%
1,612
+600
1575
$85K ﹤0.01%
620
+396
61 62
63
64 65