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
2876
$9K ﹤0.01%
2,500
2877
$9K ﹤0.01%
434
-33
2878
$9K ﹤0.01%
420
-800
2879
$9K ﹤0.01%
368
+327
2880
$9K ﹤0.01%
260
-11
2881
$9K ﹤0.01%
553
+418
2882
$9K ﹤0.01%
218
-146
2883
$9K ﹤0.01%
300
2884
$9K ﹤0.01%
244
-130
2885
$9K ﹤0.01%
18
-1
2886
$9K ﹤0.01%
1,650
2887
$9K ﹤0.01%
795
-22
2888
$9K ﹤0.01%
597
+300
2889
$9K ﹤0.01%
112
-5,701
2890
$9K ﹤0.01%
345
+51
2891
$9K ﹤0.01%
285
-72
2892
$9K ﹤0.01%
245
2893
$9K ﹤0.01%
227
2894
$9K ﹤0.01%
+1,250
2895
$9K ﹤0.01%
175
-145
2896
$9K ﹤0.01%
1,100
+700
2897
$9K ﹤0.01%
331
2898
$9K ﹤0.01%
691
-7,889
2899
$9K ﹤0.01%
66
2900
$9K ﹤0.01%
700
-3,056
114 115
116
117 118