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
1801
$58K ﹤0.01%
3,155
-292
1802
$58K ﹤0.01%
905
1803
$58K ﹤0.01%
1,106
+213
1804
$58K ﹤0.01%
722
1805
$58K ﹤0.01%
980
1806
$58K ﹤0.01%
2,146
-805
1807
$58K ﹤0.01%
336
1808
$58K ﹤0.01%
1,700
-400
1809
$58K ﹤0.01%
4,028
+608
1810
$58K ﹤0.01%
3,000
+1,500
1811
$58K ﹤0.01%
1,641
-185
1812
$58K ﹤0.01%
1,007
+185
1813
$57K ﹤0.01%
6,689
+1,566
1814
$57K ﹤0.01%
2,924
-484
1815
$57K ﹤0.01%
970
-36
1816
$57K ﹤0.01%
1,723
-5,544
1817
$57K ﹤0.01%
1,141
+416
1818
$57K ﹤0.01%
4,255
+3,150
1819
$57K ﹤0.01%
7,743
+4,112
1820
$57K ﹤0.01%
8,093
+4,716
1821
$57K ﹤0.01%
3,850
1822
$57K ﹤0.01%
896
+277
1823
$57K ﹤0.01%
537
+97
1824
$57K ﹤0.01%
8,920
1825
$57K ﹤0.01%
4,778
-2,137
71 72
73
74 75