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
1926
$46K ﹤0.01%
957
+9
1927
$46K ﹤0.01%
3,095
+240
1928
$46K ﹤0.01%
347
+72
1929
$46K ﹤0.01%
484
+137
1930
$46K ﹤0.01%
3,643
-905
1931
$46K ﹤0.01%
1,842
1932
$45K ﹤0.01%
1,510
1933
$45K ﹤0.01%
2,486
1934
$45K ﹤0.01%
1,542
-41
1935
$45K ﹤0.01%
1,804
1936
$45K ﹤0.01%
473
1937
$45K ﹤0.01%
8,600
-4,370
1938
$45K ﹤0.01%
1,164
+16
1939
$45K ﹤0.01%
2,114
+302
1940
$45K ﹤0.01%
3,406
+3,182
1941
$45K ﹤0.01%
6,210
-3,571
1942
$45K ﹤0.01%
3,060
-18
1943
$45K ﹤0.01%
1,375
-120
1944
$45K ﹤0.01%
467
+317
1945
$45K ﹤0.01%
600
-500
1946
$44K ﹤0.01%
1,769
-1,431
1947
$44K ﹤0.01%
640
+30
1948
$44K ﹤0.01%
239
1949
$44K ﹤0.01%
+2,100
1950
$44K ﹤0.01%
2,226
-3,684
76 77
78
79 80