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
1901
$49K ﹤0.01%
1,120
+237
1902
$49K ﹤0.01%
494
+51
1903
$49K ﹤0.01%
9,192
-2,002
1904
$49K ﹤0.01%
639
1905
$48K ﹤0.01%
997
+362
1906
$48K ﹤0.01%
700
+18
1907
$48K ﹤0.01%
2,342
-4,719
1908
$48K ﹤0.01%
1,446
-72
1909
$48K ﹤0.01%
2,900
+635
1910
$48K ﹤0.01%
875
-447
1911
$48K ﹤0.01%
927
-72
1912
$47K ﹤0.01%
53
-3
1913
$47K ﹤0.01%
2,500
1914
$47K ﹤0.01%
1,643
+124
1915
$47K ﹤0.01%
2,595
-14,350
1916
$47K ﹤0.01%
2,015
-2,842
1917
$47K ﹤0.01%
288
-67
1918
$47K ﹤0.01%
1,022
-10
1919
$47K ﹤0.01%
2,215
1920
$47K ﹤0.01%
494
+200
1921
$47K ﹤0.01%
5,200
+5,052
1922
$47K ﹤0.01%
861
1923
$46K ﹤0.01%
1,160
-56
1924
$46K ﹤0.01%
1,237
+7
1925
$46K ﹤0.01%
1,001
+293
75 76
77
78 79