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
2026
$38K ﹤0.01%
3,920
2027
$38K ﹤0.01%
396
+50
2028
$38K ﹤0.01%
754
+16
2029
$38K ﹤0.01%
3,073
+800
2030
$38K ﹤0.01%
2,742
2031
$38K ﹤0.01%
273
-41
2032
$38K ﹤0.01%
4,400
+224
2033
$38K ﹤0.01%
853
-4,205
2034
$38K ﹤0.01%
1,862
-1,200
2035
$38K ﹤0.01%
3,313
-500
2036
$38K ﹤0.01%
3,050
2037
$38K ﹤0.01%
2,104
+254
2038
$38K ﹤0.01%
500
2039
$37K ﹤0.01%
1,120
+975
2040
$37K ﹤0.01%
823
+136
2041
$37K ﹤0.01%
1,104
-62
2042
$37K ﹤0.01%
2,199
-1,000
2043
$37K ﹤0.01%
637
-1,394
2044
$37K ﹤0.01%
1,200
+124
2045
$37K ﹤0.01%
445
+345
2046
$37K ﹤0.01%
1,484
2047
$37K ﹤0.01%
850
2048
$37K ﹤0.01%
308
+24
2049
$37K ﹤0.01%
986
-210
2050
$37K ﹤0.01%
2,820
-80
80 81
82
83 84