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
2651
$14K ﹤0.01%
617
2652
$14K ﹤0.01%
220
2653
$14K ﹤0.01%
293
-10
2654
$13K ﹤0.01%
121
+7
2655
$13K ﹤0.01%
902
-500
2656
$13K ﹤0.01%
677
2657
$13K ﹤0.01%
140
+100
2658
$13K ﹤0.01%
527
2659
$13K ﹤0.01%
97
2660
$13K ﹤0.01%
242
2661
$13K ﹤0.01%
699
-5,950
2662
$13K ﹤0.01%
1,000
2663
$13K ﹤0.01%
365
-60
2664
$13K ﹤0.01%
113
-123
2665
$13K ﹤0.01%
252
2666
$13K ﹤0.01%
1,604
-3,850
2667
$13K ﹤0.01%
386
-3,136
2668
$13K ﹤0.01%
+1,000
2669
$13K ﹤0.01%
500
2670
$13K ﹤0.01%
1,792
+149
2671
$13K ﹤0.01%
545
2672
$13K ﹤0.01%
400
+200
2673
$13K ﹤0.01%
+22
2674
$13K ﹤0.01%
1,097
+97
2675
$13K ﹤0.01%
376
+1
105 106
107
108 109