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
2926
$8K ﹤0.01%
+243
2927
$8K ﹤0.01%
802
-182
2928
$8K ﹤0.01%
+200
2929
$8K ﹤0.01%
400
-247
2930
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265
2931
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500
2932
$8K ﹤0.01%
+294
2933
$8K ﹤0.01%
325
-233
2934
$8K ﹤0.01%
388
2935
$8K ﹤0.01%
315
2936
$8K ﹤0.01%
350
2937
$8K ﹤0.01%
239
+25
2938
$8K ﹤0.01%
+876
2939
$8K ﹤0.01%
+400
2940
$8K ﹤0.01%
+784
2941
$8K ﹤0.01%
103
-14
2942
$8K ﹤0.01%
42
2943
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500
2944
$8K ﹤0.01%
1,000
2945
$8K ﹤0.01%
250
+1
2946
$8K ﹤0.01%
500
-506
2947
$8K ﹤0.01%
+900
2948
$8K ﹤0.01%
566
+300
2949
$8K ﹤0.01%
326
2950
$8K ﹤0.01%
68
116 117
118
119 120