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
2951
$8K ﹤0.01%
348
+24
2952
$8K ﹤0.01%
400
2953
$8K ﹤0.01%
400
+385
2954
$8K ﹤0.01%
150
2955
$8K ﹤0.01%
1,550
+72
2956
$8K ﹤0.01%
500
+380
2957
$8K ﹤0.01%
569
2958
$8K ﹤0.01%
205
2959
$8K ﹤0.01%
3
2960
$8K ﹤0.01%
500
2961
$8K ﹤0.01%
347
2962
$8K ﹤0.01%
177
-1,173
2963
$8K ﹤0.01%
7,800
2964
$8K ﹤0.01%
500
2965
$8K ﹤0.01%
500
2966
$8K ﹤0.01%
+50
2967
$8K ﹤0.01%
89
2968
$8K ﹤0.01%
100
2969
$8K ﹤0.01%
744
-4,879
2970
$8K ﹤0.01%
105
-51
2971
$8K ﹤0.01%
279
2972
$8K ﹤0.01%
1,500
2973
$8K ﹤0.01%
1,748
2974
$8K ﹤0.01%
330
+2
2975
$8K ﹤0.01%
170
-22
117 118
119
120 121