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
2776
$11K ﹤0.01%
406
+6
2777
$11K ﹤0.01%
257
2778
$11K ﹤0.01%
135
+1
2779
$11K ﹤0.01%
488
-3
2780
$11K ﹤0.01%
216
2781
$11K ﹤0.01%
280
2782
$11K ﹤0.01%
303
2783
$11K ﹤0.01%
+150
2784
$11K ﹤0.01%
380
2785
$11K ﹤0.01%
240
2786
$11K ﹤0.01%
100
2787
– –
0
2788
$11K ﹤0.01%
1,000
-697
2789
$11K ﹤0.01%
+8
2790
$11K ﹤0.01%
+1,673
2791
$11K ﹤0.01%
1,020
+20
2792
$11K ﹤0.01%
347
+194
2793
$11K ﹤0.01%
214
2794
$11K ﹤0.01%
+250
2795
$11K ﹤0.01%
206
-1
2796
$11K ﹤0.01%
568
2797
$11K ﹤0.01%
+298
2798
$11K ﹤0.01%
4,929
+4,000
2799
$11K ﹤0.01%
6,200
2800
$11K ﹤0.01%
604
-170
110 111
112
113 114