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
1726
$67K ﹤0.01%
773
-44
1727
$67K ﹤0.01%
5,844
+1,444
1728
$67K ﹤0.01%
7,000
1729
$66K ﹤0.01%
1,013
-290
1730
$66K ﹤0.01%
1,031
1731
$66K ﹤0.01%
38
1732
$66K ﹤0.01%
1,893
-311
1733
$65K ﹤0.01%
5,883
1734
$65K ﹤0.01%
1,150
1735
$65K ﹤0.01%
2,817
1736
$65K ﹤0.01%
1,370
+875
1737
$65K ﹤0.01%
2,147
-490
1738
$65K ﹤0.01%
1,311
1739
$65K ﹤0.01%
11,383
+118
1740
$65K ﹤0.01%
6,645
+3,300
1741
$65K ﹤0.01%
2,434
-161
1742
$65K ﹤0.01%
2,405
-510
1743
$64K ﹤0.01%
1,304
+604
1744
$64K ﹤0.01%
1,760
-2,354
1745
$64K ﹤0.01%
2,540
1746
$64K ﹤0.01%
1,664
1747
$64K ﹤0.01%
1,441
1748
$64K ﹤0.01%
611
+1
1749
$64K ﹤0.01%
1,687
1750
$64K ﹤0.01%
282
-57
68 69
70
71 72