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
1651
$75K ﹤0.01%
5,537
+114
1652
$75K ﹤0.01%
1,495
+135
1653
$75K ﹤0.01%
1,655
-13,623
1654
$75K ﹤0.01%
2,258
+450
1655
$75K ﹤0.01%
1,314
-878
1656
$75K ﹤0.01%
3,080
-1,000
1657
$75K ﹤0.01%
7,535
+113
1658
$75K ﹤0.01%
2,136
-320
1659
$75K ﹤0.01%
1,301
-13,442
1660
$74K ﹤0.01%
1,964
-1,741
1661
$74K ﹤0.01%
3,171
-1,660
1662
$74K ﹤0.01%
1,683
+5
1663
$74K ﹤0.01%
664
1664
$73K ﹤0.01%
4,005
-765
1665
$73K ﹤0.01%
2,573
+516
1666
$73K ﹤0.01%
954
-3,208
1667
$73K ﹤0.01%
2,271
-26
1668
$73K ﹤0.01%
560
+1
1669
$73K ﹤0.01%
4,652
-850
1670
$72K ﹤0.01%
2,556
+19
1671
$72K ﹤0.01%
3,761
-6,055
1672
$72K ﹤0.01%
3,666
1673
$72K ﹤0.01%
+3,050
1674
$72K ﹤0.01%
4,768
+400
1675
$72K ﹤0.01%
2,950
+7
65 66
67
68 69