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
2976
$8K ﹤0.01%
507
-282
2977
$8K ﹤0.01%
142
2978
$8K ﹤0.01%
12
-1
2979
$8K ﹤0.01%
100
2980
$8K ﹤0.01%
1,405
-494
2981
$8K ﹤0.01%
200
2982
$8K ﹤0.01%
+134
2983
$8K ﹤0.01%
397
2984
$8K ﹤0.01%
113
2985
$8K ﹤0.01%
500
2986
$8K ﹤0.01%
250
-1,100
2987
$8K ﹤0.01%
2,000
2988
$8K ﹤0.01%
1,269
2989
$8K ﹤0.01%
249
2990
$8K ﹤0.01%
+719
2991
$8K ﹤0.01%
2,417
2992
$8K ﹤0.01%
1,295
-565
2993
$8K ﹤0.01%
200
2994
$8K ﹤0.01%
1,000
2995
$7K ﹤0.01%
1,594
2996
$7K ﹤0.01%
107
2997
$7K ﹤0.01%
+1,000
2998
$7K ﹤0.01%
94
+18
2999
$7K ﹤0.01%
197
3000
$7K ﹤0.01%
191
+48
118 119
120
121 122