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
1576
$85K ﹤0.01%
735
+281
1577
$85K ﹤0.01%
1,660
+6
1578
$84K ﹤0.01%
257
-2,020
1579
$84K ﹤0.01%
1,754
-8
1580
$84K ﹤0.01%
2,678
-34
1581
$84K ﹤0.01%
1,130
-4,616
1582
$84K ﹤0.01%
1,507
1583
$84K ﹤0.01%
7,545
+5,500
1584
$84K ﹤0.01%
5,958
-7,810
1585
$83K ﹤0.01%
1,113
-24
1586
$83K ﹤0.01%
1,395
-181
1587
$83K ﹤0.01%
532
-59
1588
$83K ﹤0.01%
821
+77
1589
$83K ﹤0.01%
1,164
-1,725
1590
$83K ﹤0.01%
483
+420
1591
$82K ﹤0.01%
2,679
-3,062
1592
$82K ﹤0.01%
1,585
+1,073
1593
$82K ﹤0.01%
4,229
-903
1594
$82K ﹤0.01%
14,741
-1,400
1595
$82K ﹤0.01%
1,473
-4,179
1596
$82K ﹤0.01%
2,586
+3
1597
$82K ﹤0.01%
2,637
+434
1598
$81K ﹤0.01%
4,241
+493
1599
$81K ﹤0.01%
978
-37
1600
$81K ﹤0.01%
2,355
-100
62 63
64
65 66