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
2426
$20K ﹤0.01%
2,343
-866
2427
$20K ﹤0.01%
712
2428
$20K ﹤0.01%
1,763
+23
2429
$20K ﹤0.01%
440
+54
2430
$20K ﹤0.01%
862
2431
$20K ﹤0.01%
704
-81
2432
$20K ﹤0.01%
840
+415
2433
$20K ﹤0.01%
1,168
+168
2434
$20K ﹤0.01%
1,163
+188
2435
$20K ﹤0.01%
2,063
+26
2436
$20K ﹤0.01%
900
2437
$20K ﹤0.01%
890
2438
$20K ﹤0.01%
414
-80
2439
$20K ﹤0.01%
1,547
+44
2440
$20K ﹤0.01%
51
2441
$20K ﹤0.01%
401
+2
2442
$19K ﹤0.01%
150
-45
2443
$19K ﹤0.01%
1,634
+19
2444
$19K ﹤0.01%
281
2445
$19K ﹤0.01%
628
2446
$19K ﹤0.01%
1,076
2447
$19K ﹤0.01%
474
2448
$19K ﹤0.01%
131
+10
2449
$19K ﹤0.01%
87
+3
2450
$19K ﹤0.01%
236
-27
96 97
98
99 100