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
2151
$32K ﹤0.01%
650
-58
2152
$32K ﹤0.01%
880
+730
2153
$32K ﹤0.01%
361
2154
$32K ﹤0.01%
2,028
2155
$32K ﹤0.01%
+1,414
2156
$31K ﹤0.01%
412
2157
$31K ﹤0.01%
+888
2158
$31K ﹤0.01%
503
2159
$31K ﹤0.01%
+70
2160
$31K ﹤0.01%
705
-148
2161
$31K ﹤0.01%
461
2162
$31K ﹤0.01%
1,000
-500
2163
$31K ﹤0.01%
1,342
2164
$31K ﹤0.01%
3,610
2165
$31K ﹤0.01%
413
-474
2166
$31K ﹤0.01%
10,355
+498
2167
$31K ﹤0.01%
1,067
+970
2168
$31K ﹤0.01%
1,790
2169
$31K ﹤0.01%
1,357
+177
2170
$31K ﹤0.01%
1,535
-850
2171
$31K ﹤0.01%
1,000
2172
$31K ﹤0.01%
1,675
-3,680
2173
$31K ﹤0.01%
332
-293
2174
$31K ﹤0.01%
931
+212
2175
$31K ﹤0.01%
1,656
-594
85 86
87
88 89