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
1851
$53K ﹤0.01%
1,152
+930
1852
$53K ﹤0.01%
964
1853
$53K ﹤0.01%
861
-162
1854
$53K ﹤0.01%
1,482
1855
$53K ﹤0.01%
1,541
+2
1856
$53K ﹤0.01%
429
+112
1857
$53K ﹤0.01%
+2,133
1858
$53K ﹤0.01%
4,289
+3,972
1859
$53K ﹤0.01%
1,800
1860
$53K ﹤0.01%
1,503
+1,500
1861
$52K ﹤0.01%
1,400
1862
$52K ﹤0.01%
700
1863
$52K ﹤0.01%
809
-168
1864
$52K ﹤0.01%
951
-317
1865
$52K ﹤0.01%
847
+61
1866
$52K ﹤0.01%
2,801
-2,629
1867
$52K ﹤0.01%
763
1868
$52K ﹤0.01%
3,819
1869
$52K ﹤0.01%
2,367
+1,179
1870
$52K ﹤0.01%
1,004
-1,468
1871
$52K ﹤0.01%
2,275
1872
$52K ﹤0.01%
277
-32
1873
$52K ﹤0.01%
263
-21
1874
$51K ﹤0.01%
591
-91
1875
$51K ﹤0.01%
2,689
-268
73 74
75
76 77