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
2451
$19K ﹤0.01%
400
+300
2452
$19K ﹤0.01%
62
+3
2453
$19K ﹤0.01%
1,201
2454
$19K ﹤0.01%
305
2455
$19K ﹤0.01%
248
2456
$19K ﹤0.01%
872
2457
$19K ﹤0.01%
9,680
+656
2458
$19K ﹤0.01%
155
-666
2459
$19K ﹤0.01%
389
+71
2460
$19K ﹤0.01%
+779
2461
$19K ﹤0.01%
1,000
2462
$19K ﹤0.01%
1,801
-181
2463
$19K ﹤0.01%
121
2464
$19K ﹤0.01%
723
-2
2465
$19K ﹤0.01%
3,938
+986
2466
$19K ﹤0.01%
193
2467
$19K ﹤0.01%
400
-6
2468
$19K ﹤0.01%
1,000
2469
$19K ﹤0.01%
2,435
-1,774
2470
$18K ﹤0.01%
734
-2
2471
$18K ﹤0.01%
500
2472
$18K ﹤0.01%
2,415
+41
2473
$18K ﹤0.01%
+180
2474
$18K ﹤0.01%
2,030
-2,069
2475
$18K ﹤0.01%
917
-50
97 98
99
100 101