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
1626
$78K ﹤0.01%
2,411
+639
1627
$78K ﹤0.01%
3,243
+832
1628
$78K ﹤0.01%
1,220
+691
1629
$78K ﹤0.01%
1,189
-10,109
1630
$78K ﹤0.01%
3,181
+2,167
1631
$78K ﹤0.01%
251
-13
1632
$77K ﹤0.01%
903
-27
1633
$77K ﹤0.01%
8,000
1634
$77K ﹤0.01%
477
-77
1635
$77K ﹤0.01%
7,895
+500
1636
$77K ﹤0.01%
3,783
+3,711
1637
$77K ﹤0.01%
8,000
1638
$76K ﹤0.01%
815
-134
1639
$76K ﹤0.01%
2,546
+1,563
1640
$76K ﹤0.01%
536
-7
1641
$76K ﹤0.01%
1,510
-1,206
1642
$76K ﹤0.01%
2,432
-2,057
1643
$76K ﹤0.01%
854
-42
1644
$76K ﹤0.01%
2,626
+3
1645
$76K ﹤0.01%
5,675
-9,616
1646
$75K ﹤0.01%
1,549
+372
1647
$75K ﹤0.01%
1,674
1648
$75K ﹤0.01%
1,750
1649
$75K ﹤0.01%
2,116
-4,870
1650
$75K ﹤0.01%
935
64 65
66
67 68