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
2626
$14K ﹤0.01%
378
-143
2627
$14K ﹤0.01%
207
+69
2628
$14K ﹤0.01%
+384
2629
$14K ﹤0.01%
362
-7
2630
$14K ﹤0.01%
150
2631
$14K ﹤0.01%
954
-122
2632
$14K ﹤0.01%
966
-695
2633
$14K ﹤0.01%
386
2634
$14K ﹤0.01%
82
-14
2635
$14K ﹤0.01%
174
-40
2636
$14K ﹤0.01%
+350
2637
$14K ﹤0.01%
+300
2638
$14K ﹤0.01%
266
-87
2639
$14K ﹤0.01%
500
2640
$14K ﹤0.01%
162
+2
2641
$14K ﹤0.01%
146
+10
2642
$14K ﹤0.01%
5,500
2643
$14K ﹤0.01%
3,125
-925
2644
$14K ﹤0.01%
2,311
2645
$14K ﹤0.01%
1,087
-100
2646
$14K ﹤0.01%
82
+6
2647
$14K ﹤0.01%
194
-22
2648
$14K ﹤0.01%
122
+5
2649
$14K ﹤0.01%
315
2650
$14K ﹤0.01%
417
+400
104 105
106
107 108