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
1976
$42K ﹤0.01%
19
+16
1977
$42K ﹤0.01%
812
-3
1978
$42K ﹤0.01%
6,235
1979
$42K ﹤0.01%
3,411
1980
$42K ﹤0.01%
837
+35
1981
$42K ﹤0.01%
1,428
-505
1982
$42K ﹤0.01%
1,255
-5,116
1983
$42K ﹤0.01%
4,129
+947
1984
$42K ﹤0.01%
1,441
-1,590
1985
$42K ﹤0.01%
1,180
1986
$42K ﹤0.01%
1,534
-318
1987
$41K ﹤0.01%
2,249
-6,644
1988
$41K ﹤0.01%
1,247
+1,134
1989
$41K ﹤0.01%
584
+516
1990
$41K ﹤0.01%
765
+5
1991
$41K ﹤0.01%
4,358
-101
1992
$41K ﹤0.01%
605
-18
1993
$41K ﹤0.01%
3,769
+2,469
1994
$40K ﹤0.01%
1,825
1995
$40K ﹤0.01%
930
1996
$40K ﹤0.01%
1,169
-4,711
1997
$40K ﹤0.01%
2,041
-317
1998
$40K ﹤0.01%
883
-114
1999
$40K ﹤0.01%
1,152
+700
2000
$40K ﹤0.01%
3,200
78 79
80
81 82