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
3076
$6K ﹤0.01%
212
-10
3077
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400
3078
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3079
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3080
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3082
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3083
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3084
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3085
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3086
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1,291
3087
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728
-885
3089
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209
+91
3090
$6K ﹤0.01%
78
-2
3091
$6K ﹤0.01%
140
-1,408
3092
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3093
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121
+38
3094
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140
3095
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500
3096
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125
+124
3097
$6K ﹤0.01%
1,000
-310
3098
$6K ﹤0.01%
+1,106
3099
$6K ﹤0.01%
100
3100
$6K ﹤0.01%
680
+398
122 123
124
125 126