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
2551
$16K ﹤0.01%
1,263
-150
2552
$16K ﹤0.01%
1,000
2553
$16K ﹤0.01%
327
+25
2554
$16K ﹤0.01%
1,027
+190
2555
$16K ﹤0.01%
469
2556
$16K ﹤0.01%
95
+12
2557
$16K ﹤0.01%
605
2558
$16K ﹤0.01%
+214
2559
$16K ﹤0.01%
325
+125
2560
$16K ﹤0.01%
425
-174
2561
$16K ﹤0.01%
2,572
-664
2562
$16K ﹤0.01%
1,460
2563
$16K ﹤0.01%
500
-25
2564
$16K ﹤0.01%
686
2565
$16K ﹤0.01%
609
2566
$16K ﹤0.01%
158
-41
2567
$16K ﹤0.01%
388
2568
$16K ﹤0.01%
1,200
2569
$16K ﹤0.01%
60
2570
$16K ﹤0.01%
298
-52
2571
$16K ﹤0.01%
1,535
-195
2572
$16K ﹤0.01%
706
+37
2573
$16K ﹤0.01%
+440
2574
$16K ﹤0.01%
333
-209
2575
$16K ﹤0.01%
3,160
101 102
103
104 105