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
2101
$35K ﹤0.01%
5,354
+98
2102
$35K ﹤0.01%
865
-1,125
2103
$35K ﹤0.01%
+3,000
2104
$34K ﹤0.01%
625
-40
2105
$34K ﹤0.01%
1,413
-218
2106
$34K ﹤0.01%
258
-750
2107
$34K ﹤0.01%
748
-582
2108
$34K ﹤0.01%
548
2109
$34K ﹤0.01%
268
2110
$34K ﹤0.01%
1,764
2111
$34K ﹤0.01%
235
-4,525
2112
$34K ﹤0.01%
2,453
-3,810
2113
$34K ﹤0.01%
2,475
2114
$34K ﹤0.01%
955
2115
$34K ﹤0.01%
985
2116
$34K ﹤0.01%
467
-139
2117
$34K ﹤0.01%
1,208
-8
2118
$34K ﹤0.01%
6,447
+171
2119
$34K ﹤0.01%
1,223
2120
$34K ﹤0.01%
1,470
+142
2121
$33K ﹤0.01%
778
-223
2122
$33K ﹤0.01%
587
+38
2123
$33K ﹤0.01%
1,609
+96
2124
$33K ﹤0.01%
1,538
+1,000
2125
$33K ﹤0.01%
902
-677
83 84
85
86 87