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
1951
$44K ﹤0.01%
1,021
+218
1952
$44K ﹤0.01%
1,898
+463
1953
$44K ﹤0.01%
737
1954
$44K ﹤0.01%
517
+383
1955
$44K ﹤0.01%
837
1956
$44K ﹤0.01%
1,565
+11
1957
$44K ﹤0.01%
1,750
-400
1958
$43K ﹤0.01%
882
-280
1959
$43K ﹤0.01%
2,461
1960
$43K ﹤0.01%
189
-58
1961
$43K ﹤0.01%
1,585
-114
1962
$43K ﹤0.01%
5,973
1963
$43K ﹤0.01%
451
1964
$43K ﹤0.01%
1,014
+814
1965
$43K ﹤0.01%
414
-50
1966
$43K ﹤0.01%
216
+118
1967
$43K ﹤0.01%
3,447
+19
1968
$43K ﹤0.01%
665
-1,546
1969
$43K ﹤0.01%
1,815
1970
$42K ﹤0.01%
955
-92
1971
$42K ﹤0.01%
985
+250
1972
$42K ﹤0.01%
2,810
+830
1973
$42K ﹤0.01%
832
-48,060
1974
$42K ﹤0.01%
1,094
-156
1975
$42K ﹤0.01%
710
-6,676
77 78
79
80 81