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
2926
$8K ﹤0.01%
105
-51
2927
$8K ﹤0.01%
2,000
2928
$8K ﹤0.01%
1,295
-565
2929
$8K ﹤0.01%
200
2930
$8K ﹤0.01%
484
2931
$8K ﹤0.01%
41
2932
$8K ﹤0.01%
995
-397
2933
$8K ﹤0.01%
475
-600
2934
$8K ﹤0.01%
275
-1,510
2935
$8K ﹤0.01%
+322
2936
$8K ﹤0.01%
+243
2937
$8K ﹤0.01%
802
-182
2938
$8K ﹤0.01%
+200
2939
$8K ﹤0.01%
400
-247
2940
$8K ﹤0.01%
265
2941
$8K ﹤0.01%
500
2942
$8K ﹤0.01%
+294
2943
$8K ﹤0.01%
325
-233
2944
$8K ﹤0.01%
388
2945
$8K ﹤0.01%
315
2946
$8K ﹤0.01%
350
2947
$8K ﹤0.01%
239
+25
2948
$8K ﹤0.01%
+876
2949
$8K ﹤0.01%
+400
2950
$8K ﹤0.01%
+784
116 117
118
119 120