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
3001
$7K ﹤0.01%
338
3002
$7K ﹤0.01%
426
-50
3003
$7K ﹤0.01%
1,332
-52
3004
$7K ﹤0.01%
1,594
3005
$7K ﹤0.01%
115
3006
$7K ﹤0.01%
107
3007
$7K ﹤0.01%
+1,000
3008
$7K ﹤0.01%
197
3009
$7K ﹤0.01%
191
+48
3010
$7K ﹤0.01%
118
3011
$7K ﹤0.01%
1
3012
$7K ﹤0.01%
1,360
3013
$7K ﹤0.01%
138
3014
$7K ﹤0.01%
139
3015
$7K ﹤0.01%
1,812
3016
$7K ﹤0.01%
131
-3,631
3017
$7K ﹤0.01%
4,500
3018
$7K ﹤0.01%
145
-127
3019
$7K ﹤0.01%
144
-12
3020
$7K ﹤0.01%
1,222
3021
$7K ﹤0.01%
248
+14
3022
$7K ﹤0.01%
331
-176
3023
$7K ﹤0.01%
78
-675
3024
$7K ﹤0.01%
130
3025
$7K ﹤0.01%
1,035
119 120
121
122 123