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
2326
$25K ﹤0.01%
+995
2327
$24K ﹤0.01%
1,679
2328
$24K ﹤0.01%
303
+7
2329
$24K ﹤0.01%
2,445
+10
2330
$24K ﹤0.01%
750
2331
$24K ﹤0.01%
479
+20
2332
$24K ﹤0.01%
8,951
-376
2333
$24K ﹤0.01%
3,909
+254
2334
$24K ﹤0.01%
363
+7
2335
$24K ﹤0.01%
1,250
2336
$24K ﹤0.01%
950
2337
$24K ﹤0.01%
633
+306
2338
$24K ﹤0.01%
385
-43
2339
$24K ﹤0.01%
653
+154
2340
$24K ﹤0.01%
780
-20
2341
$24K ﹤0.01%
840
-4
2342
$24K ﹤0.01%
763
-37
2343
$24K ﹤0.01%
949
-68
2344
$24K ﹤0.01%
642
2345
$23K ﹤0.01%
670
2346
$23K ﹤0.01%
347
+144
2347
$23K ﹤0.01%
744
-4
2348
$23K ﹤0.01%
293
2349
$23K ﹤0.01%
350
-45
2350
$23K ﹤0.01%
15,000
92 93
94
95 96