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
2001
$40K ﹤0.01%
587
-588
2002
$40K ﹤0.01%
+250
2003
$40K ﹤0.01%
966
-632
2004
$40K ﹤0.01%
335
-1,050
2005
$40K ﹤0.01%
37
-1
2006
$40K ﹤0.01%
986
+148
2007
$40K ﹤0.01%
1,571
-2,939
2008
$40K ﹤0.01%
1,985
+480
2009
$40K ﹤0.01%
899
-145
2010
$40K ﹤0.01%
8,452
+1,906
2011
$40K ﹤0.01%
+498
2012
$39K ﹤0.01%
2,658
-2,260
2013
$39K ﹤0.01%
3,000
2014
$39K ﹤0.01%
926
-874
2015
$39K ﹤0.01%
561
-6,214
2016
$39K ﹤0.01%
1,775
2017
$39K ﹤0.01%
1,669
+29
2018
$39K ﹤0.01%
1,382
-77
2019
$39K ﹤0.01%
698
2020
$39K ﹤0.01%
3,253
-390
2021
$39K ﹤0.01%
1,002
+881
2022
$39K ﹤0.01%
609
+6
2023
$39K ﹤0.01%
+1,000
2024
$39K ﹤0.01%
2,340
2025
$38K ﹤0.01%
3,533
79 80
81
82 83