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
1776
$61K ﹤0.01%
634
-401
1777
$61K ﹤0.01%
750
1778
$61K ﹤0.01%
2,324
+132
1779
$61K ﹤0.01%
2,250
-1,450
1780
$60K ﹤0.01%
2,030
+282
1781
$60K ﹤0.01%
2,999
-296
1782
$60K ﹤0.01%
5,709
+2,441
1783
$60K ﹤0.01%
1,083
1784
$60K ﹤0.01%
28,715
-3,012
1785
$60K ﹤0.01%
4,766
+31
1786
$60K ﹤0.01%
438
-540
1787
$60K ﹤0.01%
+1,350
1788
$60K ﹤0.01%
1,796
+62
1789
$59K ﹤0.01%
474
+107
1790
$59K ﹤0.01%
1,390
-627
1791
$59K ﹤0.01%
1,622
+19
1792
$59K ﹤0.01%
663
+209
1793
$59K ﹤0.01%
4,313
+1,031
1794
$59K ﹤0.01%
2,465
+2,315
1795
$59K ﹤0.01%
438
+7
1796
$59K ﹤0.01%
500
1797
$59K ﹤0.01%
3,049
+475
1798
$59K ﹤0.01%
1,500
+130
1799
$59K ﹤0.01%
+1,070
1800
$59K ﹤0.01%
1,694
-3,971
70 71
72
73 74