IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$5.42M
2
+$4.91M
3
+$4.13M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.43M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.56M

Top Sells

1
+$8.37M
2
+$5.17M
3
+$4.05M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$3.77M
5
AMLP icon
Alerian MLP ETF
AMLP
+$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
2476
$18K ﹤0.01%
969
-3,303
2477
$18K ﹤0.01%
3,304
-2,172
2478
$18K ﹤0.01%
117
2479
$18K ﹤0.01%
859
+8
2480
$18K ﹤0.01%
2,873
+662
2481
$18K ﹤0.01%
1,278
+685
2482
$18K ﹤0.01%
1,000
2483
$18K ﹤0.01%
734
-2
2484
$18K ﹤0.01%
500
2485
$18K ﹤0.01%
2,415
+41
2486
$18K ﹤0.01%
2,030
-2,069
2487
$18K ﹤0.01%
3,048
2488
$18K ﹤0.01%
917
-50
2489
$18K ﹤0.01%
414
-605
2490
$18K ﹤0.01%
385
2491
$18K ﹤0.01%
71
-6
2492
$18K ﹤0.01%
630
2493
$18K ﹤0.01%
259
+1
2494
$18K ﹤0.01%
297
2495
$18K ﹤0.01%
119
2496
$18K ﹤0.01%
605
+125
2497
$18K ﹤0.01%
2,242
+1,441
2498
$18K ﹤0.01%
7,036
2499
$18K ﹤0.01%
1,270
+570
2500
$18K ﹤0.01%
313
-4
98 99
100
101 102