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
201
$2.73M 0.11%
43,911
-2,296
202
$2.72M 0.11%
99,413
-880
203
$2.69M 0.11%
127,019
+824
204
$2.69M 0.11%
37,499
+1,362
205
$2.67M 0.11%
70,548
+15,510
206
$2.67M 0.11%
49,325
-1,333
207
$2.66M 0.11%
31,906
+9,068
208
$2.66M 0.11%
24,680
-2,481
209
$2.64M 0.11%
71,576
-1,422
210
$2.64M 0.11%
278,028
+52,225
211
$2.63M 0.11%
72,726
-6,720
212
$2.58M 0.11%
17,821
-886
213
$2.58M 0.11%
46,635
-23,923
214
$2.57M 0.1%
24,868
-2,342
215
$2.56M 0.1%
30,156
-5,208
216
$2.54M 0.1%
51,254
+2,835
217
$2.53M 0.1%
41,949
+16,661
218
$2.5M 0.1%
32,014
-1,176
219
$2.48M 0.1%
31,569
+17,290
220
$2.46M 0.1%
247,937
-5,872
221
$2.46M 0.1%
52,069
+1,593
222
$2.45M 0.1%
36,265
+18,733
223
$2.42M 0.1%
45,823
+4,107
224
$2.42M 0.1%
168,895
+120,934
225
$2.38M 0.1%
45,744
-31,172
7 8
9
10 11