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
151
$3.85M 0.16%
35,318
+6,438
152
$3.82M 0.16%
69,313
-23
153
$3.82M 0.16%
44,163
+9,422
154
$3.81M 0.16%
134,969
-5,189
155
$3.79M 0.15%
10,965
-1,730
156
$3.75M 0.15%
46,038
-2,712
157
$3.73M 0.15%
21,922
-149
158
$3.73M 0.15%
121,155
+65,282
159
$3.58M 0.15%
51,659
-583
160
$3.56M 0.15%
85,988
-5,876
161
$3.55M 0.14%
67,588
-5,568
162
$3.53M 0.14%
58,552
+1,007
163
$3.53M 0.14%
48,102
+1,733
164
$3.51M 0.14%
19,933
-1,221
165
$3.5M 0.14%
272,982
-2,888
166
$3.46M 0.14%
226,668
-160,046
167
$3.46M 0.14%
80,580
-64,508
168
$3.45M 0.14%
82,324
+4,564
169
$3.44M 0.14%
168,864
-4,796
170
$3.42M 0.14%
30,325
-2,857
171
$3.41M 0.14%
29,110
-9,073
172
$3.39M 0.14%
50,040
-1,913
173
$3.35M 0.14%
28,888
-1,189
174
$3.33M 0.14%
13,625
-325
175
$3.32M 0.14%
131,974
+1,314
5 6
7
8 9