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
2376
$22K ﹤0.01%
1,703
2377
$22K ﹤0.01%
1,159
2378
$22K ﹤0.01%
279
-92
2379
$22K ﹤0.01%
725
2380
$22K ﹤0.01%
+172
2381
$22K ﹤0.01%
875
-333
2382
$22K ﹤0.01%
302
+1
2383
$22K ﹤0.01%
250
2384
$22K ﹤0.01%
410
2385
$22K ﹤0.01%
330
+76
2386
$22K ﹤0.01%
1,704
+13
2387
$22K ﹤0.01%
185
+3
2388
$22K ﹤0.01%
481
-159
2389
$22K ﹤0.01%
504
+6
2390
$22K ﹤0.01%
306
+25
2391
$22K ﹤0.01%
692
-22
2392
$22K ﹤0.01%
1,000
2393
$22K ﹤0.01%
223
+25
2394
$22K ﹤0.01%
1,890
2395
$22K ﹤0.01%
1,740
2396
$22K ﹤0.01%
408
+8
2397
$22K ﹤0.01%
946
+336
2398
$22K ﹤0.01%
712
2399
$21K ﹤0.01%
113
-37
2400
$21K ﹤0.01%
405
+380
94 95
96
97 98