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
3101
$6K ﹤0.01%
103
-22
3102
$6K ﹤0.01%
1,175
+223
3103
$6K ﹤0.01%
+116
3104
$6K ﹤0.01%
210
3105
$6K ﹤0.01%
417
+299
3106
$6K ﹤0.01%
243
+41
3107
$6K ﹤0.01%
650
3108
$6K ﹤0.01%
+125
3109
$6K ﹤0.01%
201
3110
$6K ﹤0.01%
575
3111
$6K ﹤0.01%
203
+19
3112
$6K ﹤0.01%
511
3113
$6K ﹤0.01%
100
3114
$6K ﹤0.01%
+146
3115
$6K ﹤0.01%
948
3116
$6K ﹤0.01%
257
3117
$6K ﹤0.01%
220
-400
3118
$6K ﹤0.01%
76
+8
3119
$6K ﹤0.01%
130
3120
$6K ﹤0.01%
900
-2,143
3121
$6K ﹤0.01%
+200
3122
$6K ﹤0.01%
59
-1,724
3123
$6K ﹤0.01%
200
3124
$6K ﹤0.01%
312
3125
$6K ﹤0.01%
140
+17
123 124
125
126 127