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
2076
$36K ﹤0.01%
1,242
-102
2077
$36K ﹤0.01%
3,000
-1,740
2078
$36K ﹤0.01%
1,747
-1,758
2079
$36K ﹤0.01%
1,000
-675
2080
$35K ﹤0.01%
7,635
2081
$35K ﹤0.01%
6,350
-20
2082
$35K ﹤0.01%
1,468
+38
2083
$35K ﹤0.01%
3,034
-9,886
2084
$35K ﹤0.01%
546
2085
$35K ﹤0.01%
731
-474
2086
$35K ﹤0.01%
112
+17
2087
$35K ﹤0.01%
274
+103
2088
$35K ﹤0.01%
773
-532
2089
$35K ﹤0.01%
1,400
-415
2090
$35K ﹤0.01%
1,176
2091
$35K ﹤0.01%
327
+192
2092
$35K ﹤0.01%
872
+531
2093
$35K ﹤0.01%
864
2094
$35K ﹤0.01%
1,520
2095
$35K ﹤0.01%
2,137
+1,812
2096
$35K ﹤0.01%
1,200
2097
$35K ﹤0.01%
888
-243
2098
$35K ﹤0.01%
864
-125
2099
$35K ﹤0.01%
4,957
2100
$35K ﹤0.01%
494
+100
82 83
84
85 86