IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2501
$18K ﹤0.01%
5
-15
2502
$18K ﹤0.01%
1,154
+45
2503
$18K ﹤0.01%
2,873
+662
2504
$18K ﹤0.01%
7,036
2505
$17K ﹤0.01%
487
+350
2506
$17K ﹤0.01%
181
2507
$17K ﹤0.01%
150
-375
2508
$17K ﹤0.01%
248
+19
2509
$17K ﹤0.01%
1,070
+145
2510
$17K ﹤0.01%
584
2511
$17K ﹤0.01%
222
+7
2512
$17K ﹤0.01%
+300
2513
$17K ﹤0.01%
410
+200
2514
$17K ﹤0.01%
700
+400
2515
$17K ﹤0.01%
275
2516
$17K ﹤0.01%
200
-1,437
2517
$17K ﹤0.01%
1,280
2518
$17K ﹤0.01%
370
+1
2519
$17K ﹤0.01%
461
-8
2520
$17K ﹤0.01%
294
2521
$17K ﹤0.01%
498
2522
$17K ﹤0.01%
1,403
+16
2523
$17K ﹤0.01%
2,030
-1,586
2524
$17K ﹤0.01%
159
2525
$17K ﹤0.01%
200
99 100
101
102 103