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
1826
$56K ﹤0.01%
2,013
-1,005
1827
$56K ﹤0.01%
738
+15
1828
$56K ﹤0.01%
+2,263
1829
$55K ﹤0.01%
460
-9
1830
$55K ﹤0.01%
1,092
1831
$55K ﹤0.01%
315
-42
1832
$55K ﹤0.01%
1,695
1833
$55K ﹤0.01%
301
-7
1834
$55K ﹤0.01%
1,040
-3,331
1835
$55K ﹤0.01%
1,611
-2,570
1836
$55K ﹤0.01%
16,500
1837
$55K ﹤0.01%
2,130
1838
$55K ﹤0.01%
1,251
+177
1839
$54K ﹤0.01%
760
+72
1840
$54K ﹤0.01%
3,625
1841
$54K ﹤0.01%
1,755
+128
1842
$54K ﹤0.01%
1,720
-24
1843
$54K ﹤0.01%
1,020
1844
$54K ﹤0.01%
1,045
-1,944
1845
$54K ﹤0.01%
2,252
+920
1846
$54K ﹤0.01%
402
+2
1847
$54K ﹤0.01%
1,700
1848
$54K ﹤0.01%
+3,200
1849
$54K ﹤0.01%
1,296
+236
1850
$53K ﹤0.01%
454
+362
72 73
74
75 76