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
2351
$23K ﹤0.01%
1,045
2352
$23K ﹤0.01%
150
-5,380
2353
$23K ﹤0.01%
692
-7
2354
$23K ﹤0.01%
904
2355
$23K ﹤0.01%
705
-2,738
2356
$23K ﹤0.01%
895
2357
$23K ﹤0.01%
300
2358
$23K ﹤0.01%
937
2359
$23K ﹤0.01%
1,055
2360
$23K ﹤0.01%
1,116
-87
2361
$23K ﹤0.01%
294
2362
$23K ﹤0.01%
930
-1,221
2363
$23K ﹤0.01%
831
2364
$23K ﹤0.01%
1,600
2365
$23K ﹤0.01%
389
-1,146
2366
$23K ﹤0.01%
+405
2367
$23K ﹤0.01%
2,500
2368
$23K ﹤0.01%
1,146
+74
2369
$23K ﹤0.01%
2,028
2370
$23K ﹤0.01%
35,500
2371
$23K ﹤0.01%
1,038
+1,000
2372
$23K ﹤0.01%
946
+303
2373
$23K ﹤0.01%
1,510
+820
2374
$22K ﹤0.01%
1,069
2375
$22K ﹤0.01%
1,468
-1,851
93 94
95
96 97