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
2126
$33K ﹤0.01%
576
2127
$33K ﹤0.01%
393
-159
2128
$33K ﹤0.01%
639
-107
2129
$33K ﹤0.01%
750
2130
$33K ﹤0.01%
957
+13
2131
$33K ﹤0.01%
2,000
+1,500
2132
$33K ﹤0.01%
1,412
-2,184
2133
$33K ﹤0.01%
2,415
-100
2134
$33K ﹤0.01%
1,102
+398
2135
$33K ﹤0.01%
1,236
+69
2136
$33K ﹤0.01%
780
-28
2137
$33K ﹤0.01%
2,319
2138
$33K ﹤0.01%
3,490
-817
2139
$33K ﹤0.01%
1,154
-9,170
2140
$33K ﹤0.01%
1,605
+31
2141
$32K ﹤0.01%
1,250
2142
$32K ﹤0.01%
2,580
-3,664
2143
$32K ﹤0.01%
823
+500
2144
$32K ﹤0.01%
485
-30
2145
$32K ﹤0.01%
668
+2
2146
$32K ﹤0.01%
1,050
2147
$32K ﹤0.01%
500
+400
2148
$32K ﹤0.01%
127
+7
2149
$32K ﹤0.01%
621
+415
2150
$32K ﹤0.01%
2,055
84 85
86
87 88