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
2251
$27K ﹤0.01%
661
2252
$27K ﹤0.01%
1,220
2253
$27K ﹤0.01%
1,102
+6
2254
$27K ﹤0.01%
456
-104
2255
$27K ﹤0.01%
465
2256
$27K ﹤0.01%
13,934
+1,500
2257
$27K ﹤0.01%
2,704
+18
2258
$27K ﹤0.01%
538
2259
$27K ﹤0.01%
748
-51
2260
$27K ﹤0.01%
495
+300
2261
$27K ﹤0.01%
500
2262
$27K ﹤0.01%
3,115
2263
$27K ﹤0.01%
57,079
+23,989
2264
$27K ﹤0.01%
239
+53
2265
$27K ﹤0.01%
428
+110
2266
$27K ﹤0.01%
402
2267
$27K ﹤0.01%
1,000
2268
$27K ﹤0.01%
10,000
2269
$27K ﹤0.01%
1,094
-239
2270
$27K ﹤0.01%
1,076
+162
2271
$27K ﹤0.01%
852
-26
2272
$27K ﹤0.01%
585
-6,978
2273
$27K ﹤0.01%
417
-120
2274
$27K ﹤0.01%
134
-1
2275
$27K ﹤0.01%
414
89 90
91
92 93