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
2401
$21K ﹤0.01%
316
-21
2402
$21K ﹤0.01%
288
2403
$21K ﹤0.01%
1,030
2404
$21K ﹤0.01%
683
2405
$21K ﹤0.01%
+447
2406
$21K ﹤0.01%
796
+95
2407
$21K ﹤0.01%
1,276
2408
$21K ﹤0.01%
771
-262
2409
$21K ﹤0.01%
231
-83
2410
$21K ﹤0.01%
365
2411
$21K ﹤0.01%
461
2412
$21K ﹤0.01%
+550
2413
$21K ﹤0.01%
702
2414
$21K ﹤0.01%
700
2415
$21K ﹤0.01%
+4,359
2416
$21K ﹤0.01%
1,500
2417
$20K ﹤0.01%
250
-56
2418
$20K ﹤0.01%
+825
2419
$20K ﹤0.01%
123
+15
2420
$20K ﹤0.01%
887
+225
2421
$20K ﹤0.01%
1,239
-133
2422
$20K ﹤0.01%
1,796
+934
2423
$20K ﹤0.01%
1,582
2424
$20K ﹤0.01%
55
+54
2425
$20K ﹤0.01%
362
95 96
97
98 99