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
176
$3.3M 0.13%
15,935
+670
177
$3.3M 0.13%
99,364
+27,922
178
$3.3M 0.13%
45,308
+1,531
179
$3.29M 0.13%
131,019
+17,826
180
$3.27M 0.13%
41,771
-10,904
181
$3.25M 0.13%
29,996
-4,542
182
$3.22M 0.13%
73,946
+405
183
$3.2M 0.13%
15,777
+310
184
$3.16M 0.13%
139,462
-23
185
$3.13M 0.13%
49,723
-127
186
$3.1M 0.13%
31,623
-2,245
187
$3.08M 0.13%
40,032
-14,731
188
$3.07M 0.13%
49,974
+2,558
189
$3.06M 0.12%
106,612
+19,974
190
$3.04M 0.12%
62,002
+98
191
$3M 0.12%
29,877
+6,201
192
$2.95M 0.12%
136,831
+36,385
193
$2.94M 0.12%
53,400
+296
194
$2.93M 0.12%
56,484
-1,456
195
$2.87M 0.12%
74,559
+23,792
196
$2.81M 0.11%
90,454
+19,037
197
$2.8M 0.11%
47,197
+789
198
$2.79M 0.11%
68,865
+20,110
199
$2.76M 0.11%
36,436
-14,736
200
$2.75M 0.11%
23,930
+1,065
6 7
8
9 10