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
2851
$10K ﹤0.01%
2,916
-58
2852
$9K ﹤0.01%
3,864
2853
$9K ﹤0.01%
196
-139
2854
$9K ﹤0.01%
1,000
2855
$9K ﹤0.01%
127
2856
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160
2857
$9K ﹤0.01%
300
2858
$9K ﹤0.01%
420
-800
2859
$9K ﹤0.01%
368
+327
2860
$9K ﹤0.01%
218
-146
2861
$9K ﹤0.01%
300
2862
$9K ﹤0.01%
550
2863
$9K ﹤0.01%
200
2864
$9K ﹤0.01%
150
-2,347
2865
$9K ﹤0.01%
436
+118
2866
$9K ﹤0.01%
69
-87
2867
$9K ﹤0.01%
385
2868
$9K ﹤0.01%
700
2869
$9K ﹤0.01%
635
-1,900
2870
$9K ﹤0.01%
400
-200
2871
$9K ﹤0.01%
150
2872
$9K ﹤0.01%
112
+23
2873
$9K ﹤0.01%
125
+76
2874
$9K ﹤0.01%
511
2875
$9K ﹤0.01%
428
+83
113 114
115
116 117