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
1751
$64K ﹤0.01%
36,450
-1,327
1752
$64K ﹤0.01%
2,200
1753
$64K ﹤0.01%
7,635
+74
1754
$63K ﹤0.01%
1,400
+86
1755
$63K ﹤0.01%
2,270
+1,025
1756
$63K ﹤0.01%
763
-330
1757
$63K ﹤0.01%
1,660
1758
$63K ﹤0.01%
256
-133
1759
$63K ﹤0.01%
1,275
+1,125
1760
$63K ﹤0.01%
3,494
1761
$62K ﹤0.01%
1,081
-70
1762
$62K ﹤0.01%
1,424
+1,290
1763
$62K ﹤0.01%
75
-112
1764
$62K ﹤0.01%
3,000
1765
$62K ﹤0.01%
5,441
+7
1766
$62K ﹤0.01%
2,186
-407
1767
$62K ﹤0.01%
272
+85
1768
$62K ﹤0.01%
23,990
+21,520
1769
$62K ﹤0.01%
1,400
-38
1770
$62K ﹤0.01%
2,051
+1,040
1771
$62K ﹤0.01%
8,618
-1,290
1772
$62K ﹤0.01%
414
-15
1773
$61K ﹤0.01%
396
-91
1774
$61K ﹤0.01%
1,811
-911
1775
$61K ﹤0.01%
469
+9
69 70
71
72 73