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
2801
$10K ﹤0.01%
+10,000
2802
$10K ﹤0.01%
234
2803
$10K ﹤0.01%
2,200
+100
2804
$10K ﹤0.01%
133
2805
$10K ﹤0.01%
2,916
-58
2806
$10K ﹤0.01%
200
2807
$10K ﹤0.01%
507
2808
$10K ﹤0.01%
907
+10
2809
$10K ﹤0.01%
276
+190
2810
$10K ﹤0.01%
404
2811
$10K ﹤0.01%
144
-100
2812
$10K ﹤0.01%
410
2813
$10K ﹤0.01%
4,055
-659
2814
$10K ﹤0.01%
122
2815
$10K ﹤0.01%
102
2816
$10K ﹤0.01%
155
2817
$10K ﹤0.01%
1,207
2818
$10K ﹤0.01%
129
-900
2819
$10K ﹤0.01%
202
-8,840
2820
$10K ﹤0.01%
915
2821
$10K ﹤0.01%
294
-20,399
2822
$10K ﹤0.01%
337
+74
2823
$10K ﹤0.01%
237
-43
2824
$10K ﹤0.01%
125
-330
2825
$10K ﹤0.01%
600
111 112
113
114 115