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
2826
$10K ﹤0.01%
150
2827
$10K ﹤0.01%
287
-5
2828
$10K ﹤0.01%
202
+1
2829
$10K ﹤0.01%
517
-325
2830
$10K ﹤0.01%
2,461
-1,427
2831
$10K ﹤0.01%
+435
2832
$10K ﹤0.01%
322
-643
2833
$10K ﹤0.01%
1,059
+216
2834
$10K ﹤0.01%
600
-4,000
2835
$10K ﹤0.01%
130
2836
$10K ﹤0.01%
142
2837
$10K ﹤0.01%
555
-150
2838
$10K ﹤0.01%
550
2839
$10K ﹤0.01%
401
2840
$10K ﹤0.01%
2,000
+1,000
2841
$10K ﹤0.01%
630
+416
2842
$10K ﹤0.01%
1,931
+100
2843
$10K ﹤0.01%
346
2844
$10K ﹤0.01%
899
-5,207
2845
$10K ﹤0.01%
179
-1,056
2846
$10K ﹤0.01%
174
2847
$10K ﹤0.01%
377
+375
2848
$10K ﹤0.01%
138
+1
2849
$10K ﹤0.01%
361
2850
$10K ﹤0.01%
400
112 113
114
115 116