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
1601
$81K ﹤0.01%
868
+13
1602
$81K ﹤0.01%
1,642
+442
1603
$81K ﹤0.01%
5,757
+3,258
1604
$81K ﹤0.01%
795
-526
1605
$81K ﹤0.01%
2,904
-2,175
1606
$80K ﹤0.01%
1,093
-2,334
1607
$80K ﹤0.01%
246
1608
$80K ﹤0.01%
6,462
-1,533
1609
$80K ﹤0.01%
790
-4
1610
$80K ﹤0.01%
1,540
-243
1611
$80K ﹤0.01%
3,097
-59
1612
$80K ﹤0.01%
1,738
+1,473
1613
$80K ﹤0.01%
3,377
-2,463
1614
$79K ﹤0.01%
2,003
+1,166
1615
$79K ﹤0.01%
1,840
+1,100
1616
$79K ﹤0.01%
531
-449
1617
$79K ﹤0.01%
2,869
1618
$79K ﹤0.01%
+1,856
1619
$79K ﹤0.01%
3,015
1620
$79K ﹤0.01%
611
-16
1621
$79K ﹤0.01%
2,154
-271
1622
$78K ﹤0.01%
871
+53
1623
$78K ﹤0.01%
3,074
+2,681
1624
$78K ﹤0.01%
1,611
-948
1625
$78K ﹤0.01%
4,947
-675
63 64
65
66 67