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
1701
$69K ﹤0.01%
1,419
+565
1702
$69K ﹤0.01%
6,247
-903
1703
$69K ﹤0.01%
3,331
-2
1704
$68K ﹤0.01%
1,022
+66
1705
$68K ﹤0.01%
996
-19
1706
$68K ﹤0.01%
6,590
+4,400
1707
$68K ﹤0.01%
1,491
+3
1708
$68K ﹤0.01%
1,496
+1
1709
$68K ﹤0.01%
12,139
+4,417
1710
$68K ﹤0.01%
2,402
+202
1711
$68K ﹤0.01%
1,110
+139
1712
$68K ﹤0.01%
3,313
+3,122
1713
$68K ﹤0.01%
1,331
+854
1714
$67K ﹤0.01%
1,660
1715
$67K ﹤0.01%
2,152
+1,250
1716
$67K ﹤0.01%
2,536
-642
1717
$67K ﹤0.01%
3,458
1718
$67K ﹤0.01%
632
1719
$67K ﹤0.01%
622
-691
1720
$67K ﹤0.01%
1,449
-26
1721
$67K ﹤0.01%
1,873
-149
1722
$67K ﹤0.01%
2,872
+852
1723
$67K ﹤0.01%
2,700
1724
$67K ﹤0.01%
1,075
-1,411
1725
$67K ﹤0.01%
1,135
67 68
69
70 71