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
3101
$6K ﹤0.01%
417
+299
3102
$6K ﹤0.01%
243
+41
3103
$6K ﹤0.01%
650
3104
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+125
3105
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201
3106
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575
3107
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203
+19
3108
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511
3109
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100
3110
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948
3111
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265
3112
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220
-400
3113
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76
+8
3114
$6K ﹤0.01%
130
3115
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900
-2,143
3116
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280
3117
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+200
3118
$6K ﹤0.01%
59
-1,724
3119
$6K ﹤0.01%
200
3120
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312
3121
$6K ﹤0.01%
350
3122
$6K ﹤0.01%
140
+17
3123
$6K ﹤0.01%
48
3124
$6K ﹤0.01%
215
+3
3125
$6K ﹤0.01%
205
+168
123 124
125
126 127