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
2226
$28K ﹤0.01%
+1,550
2227
$28K ﹤0.01%
392
+272
2228
$28K ﹤0.01%
434
-23
2229
$28K ﹤0.01%
401
+351
2230
$28K ﹤0.01%
381
2231
$28K ﹤0.01%
379
+107
2232
$28K ﹤0.01%
530
2233
$28K ﹤0.01%
1,771
+18
2234
$28K ﹤0.01%
280
2235
$28K ﹤0.01%
427
-267
2236
$28K ﹤0.01%
282
2237
$28K ﹤0.01%
2,445
+25
2238
$28K ﹤0.01%
1,000
-500
2239
$28K ﹤0.01%
792
+2
2240
$28K ﹤0.01%
731
-63
2241
$28K ﹤0.01%
797
+674
2242
$28K ﹤0.01%
+1,200
2243
$28K ﹤0.01%
173
+6
2244
$28K ﹤0.01%
2,268
+21
2245
$28K ﹤0.01%
+1,796
2246
$28K ﹤0.01%
996
-162
2247
$28K ﹤0.01%
184
-51
2248
$27K ﹤0.01%
500
2249
$27K ﹤0.01%
1,410
+100
2250
$27K ﹤0.01%
1,524
+84
88 89
90
91 92