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
2201
$29K ﹤0.01%
781
2202
$29K ﹤0.01%
1,487
2203
$29K ﹤0.01%
130
+51
2204
$29K ﹤0.01%
3,000
2205
$29K ﹤0.01%
2,385
+1,246
2206
$29K ﹤0.01%
200
-200
2207
$29K ﹤0.01%
764
+732
2208
$29K ﹤0.01%
272
-105
2209
$29K ﹤0.01%
680
2210
– –
0
2211
$29K ﹤0.01%
1,616
+11
2212
$29K ﹤0.01%
234
-17
2213
$29K ﹤0.01%
2,300
-1,504
2214
$29K ﹤0.01%
1,106
-1,161
2215
$29K ﹤0.01%
1,250
2216
$29K ﹤0.01%
+800
2217
$29K ﹤0.01%
630
2218
$29K ﹤0.01%
588
+84
2219
$29K ﹤0.01%
3,006
+967
2220
$29K ﹤0.01%
2,536
2221
$29K ﹤0.01%
507
+375
2222
$29K ﹤0.01%
498
-221
2223
$28K ﹤0.01%
158
+8
2224
$28K ﹤0.01%
+500
2225
$28K ﹤0.01%
965
-915
87 88
89
90 91