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
2051
$37K ﹤0.01%
1,440
2052
$37K ﹤0.01%
900
2053
$37K ﹤0.01%
15,950
-5,050
2054
$37K ﹤0.01%
554
2055
$37K ﹤0.01%
984
2056
$36K ﹤0.01%
510
-47
2057
$36K ﹤0.01%
600
2058
$36K ﹤0.01%
649
-4
2059
$36K ﹤0.01%
5,631
-250
2060
$36K ﹤0.01%
1,340
-7
2061
$36K ﹤0.01%
+1,450
2062
$36K ﹤0.01%
669
-1,670
2063
$36K ﹤0.01%
+2,100
2064
$36K ﹤0.01%
727
+22
2065
$36K ﹤0.01%
1,687
2066
$36K ﹤0.01%
378
+331
2067
$36K ﹤0.01%
506
2068
$36K ﹤0.01%
475
2069
$36K ﹤0.01%
502
+1
2070
$36K ﹤0.01%
1,527
-600
2071
$36K ﹤0.01%
3,750
2072
$36K ﹤0.01%
+709
2073
$36K ﹤0.01%
2,227
2074
$36K ﹤0.01%
1,040
-6
2075
$36K ﹤0.01%
1,708
-265
81 82
83
84 85