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
3001
$7K ﹤0.01%
118
3002
$7K ﹤0.01%
190
3003
$7K ﹤0.01%
230
-75
3004
$7K ﹤0.01%
1
3005
$7K ﹤0.01%
1,360
3006
$7K ﹤0.01%
171
3007
$7K ﹤0.01%
138
3008
$7K ﹤0.01%
139
3009
$7K ﹤0.01%
1,812
3010
$7K ﹤0.01%
131
-3,631
3011
$7K ﹤0.01%
4,500
3012
$7K ﹤0.01%
145
-127
3013
$7K ﹤0.01%
144
-12
3014
$7K ﹤0.01%
1,222
3015
$7K ﹤0.01%
248
+14
3016
$7K ﹤0.01%
331
-176
3017
$7K ﹤0.01%
78
-675
3018
$7K ﹤0.01%
130
3019
$7K ﹤0.01%
1,035
3020
$7K ﹤0.01%
625
+525
3021
$7K ﹤0.01%
100
3022
$7K ﹤0.01%
90
3023
$7K ﹤0.01%
3
3024
$7K ﹤0.01%
184
-1,493
3025
$7K ﹤0.01%
94
+17
119 120
121
122 123