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
2276
$27K ﹤0.01%
1,980
+1,600
2277
$27K ﹤0.01%
1,255
+267
2278
$27K ﹤0.01%
2,113
+1,013
2279
$27K ﹤0.01%
359
+4
2280
$26K ﹤0.01%
245
2281
$26K ﹤0.01%
700
2282
$26K ﹤0.01%
1,500
+800
2283
$26K ﹤0.01%
5,258
2284
$26K ﹤0.01%
1,470
+175
2285
$26K ﹤0.01%
840
-10
2286
$26K ﹤0.01%
9,162
+348
2287
$26K ﹤0.01%
1,250
2288
$26K ﹤0.01%
1,624
2289
$26K ﹤0.01%
428
-217
2290
$26K ﹤0.01%
1,947
2291
$26K ﹤0.01%
46,453
+1,500
2292
$26K ﹤0.01%
1,773
+479
2293
$26K ﹤0.01%
579
-36
2294
$26K ﹤0.01%
568
2295
$26K ﹤0.01%
3,035
+635
2296
$26K ﹤0.01%
327
+4
2297
$26K ﹤0.01%
+958
2298
$26K ﹤0.01%
500
-1,318
2299
$26K ﹤0.01%
1,185
+33
2300
$26K ﹤0.01%
1,380
90 91
92
93 94