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
1676
$72K ﹤0.01%
3,347
+26
1677
$72K ﹤0.01%
4,151
+3,789
1678
$72K ﹤0.01%
6,387
-686
1679
$71K ﹤0.01%
1,852
+1
1680
$71K ﹤0.01%
763
+104
1681
$71K ﹤0.01%
3,390
+10
1682
$70K ﹤0.01%
1,533
1683
$70K ﹤0.01%
5,282
-241
1684
$70K ﹤0.01%
508
1685
$70K ﹤0.01%
1,167
-649
1686
$70K ﹤0.01%
4,198
+4,000
1687
$70K ﹤0.01%
2,551
-8,348
1688
$70K ﹤0.01%
1,410
-217
1689
$70K ﹤0.01%
3,992
+311
1690
$70K ﹤0.01%
565
+431
1691
$70K ﹤0.01%
2,422
+120
1692
$70K ﹤0.01%
4,419
-521
1693
$69K ﹤0.01%
1,840
+237
1694
$69K ﹤0.01%
3,994
-2,431
1695
$69K ﹤0.01%
3,817
+1,929
1696
$69K ﹤0.01%
4,531
1697
$69K ﹤0.01%
1,810
1698
$69K ﹤0.01%
74
+12
1699
$69K ﹤0.01%
11,205
+1,305
1700
$69K ﹤0.01%
603
+3
66 67
68
69 70