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
2301
$26K ﹤0.01%
172
-4
2302
$26K ﹤0.01%
1,440
2303
$26K ﹤0.01%
717
2304
$26K ﹤0.01%
7,000
2305
$26K ﹤0.01%
1,226
+61
2306
$25K ﹤0.01%
1,128
+590
2307
$25K ﹤0.01%
1,725
2308
$25K ﹤0.01%
450
2309
$25K ﹤0.01%
806
-2,193
2310
$25K ﹤0.01%
196
+91
2311
$25K ﹤0.01%
960
-369
2312
$25K ﹤0.01%
354
-4
2313
$25K ﹤0.01%
750
-2,686
2314
$25K ﹤0.01%
3,339
-1,089
2315
$25K ﹤0.01%
540
-795
2316
$25K ﹤0.01%
2,190
2317
$25K ﹤0.01%
3,075
+283
2318
$25K ﹤0.01%
555
2319
$25K ﹤0.01%
197
2320
$25K ﹤0.01%
2,000
-1,550
2321
$25K ﹤0.01%
573
-1,925
2322
$25K ﹤0.01%
238
2323
$25K ﹤0.01%
492
2324
$25K ﹤0.01%
1,301
+1,283
2325
$25K ﹤0.01%
770
91 92
93
94 95