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
2176
$31K ﹤0.01%
480
2177
$31K ﹤0.01%
950
2178
$31K ﹤0.01%
1,000
2179
$31K ﹤0.01%
1,726
-60
2180
$31K ﹤0.01%
322
-61
2181
$31K ﹤0.01%
500
-100
2182
$30K ﹤0.01%
2,582
+1,582
2183
$30K ﹤0.01%
5,333
+1,500
2184
$30K ﹤0.01%
930
+12
2185
$30K ﹤0.01%
670
+136
2186
$30K ﹤0.01%
728
-242
2187
$30K ﹤0.01%
990
2188
$30K ﹤0.01%
1,000
2189
$30K ﹤0.01%
3,241
-1,896
2190
$30K ﹤0.01%
3,440
-2,300
2191
$30K ﹤0.01%
490
+450
2192
$30K ﹤0.01%
1,627
2193
$30K ﹤0.01%
368
+358
2194
$30K ﹤0.01%
477
2195
$30K ﹤0.01%
991
-295
2196
$30K ﹤0.01%
1,196
+638
2197
$30K ﹤0.01%
1,070
+14
2198
$30K ﹤0.01%
1,300
2199
$30K ﹤0.01%
2,000
2200
$30K ﹤0.01%
610
86 87
88
89 90