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
3026
$7K ﹤0.01%
200
3027
$7K ﹤0.01%
108
-86
3028
$7K ﹤0.01%
+667
3029
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379
3030
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185
+30
3031
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2
3032
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3033
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3034
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683
3035
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300
3036
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22
3037
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155
-600
3038
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36
3039
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133
-1,168
3040
$7K ﹤0.01%
49
-11
3041
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129
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3042
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3043
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+244
3044
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274
+205
3045
$7K ﹤0.01%
164
-86
3046
$7K ﹤0.01%
945
3047
$7K ﹤0.01%
207
-69
3048
$7K ﹤0.01%
200
-284
3049
$7K ﹤0.01%
338
3050
$7K ﹤0.01%
348
+18
120 121
122
123 124