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
3126
$6K ﹤0.01%
48
3127
$6K ﹤0.01%
205
+168
3128
$6K ﹤0.01%
+302
3129
$6K ﹤0.01%
+93
3130
$6K ﹤0.01%
800
3131
$6K ﹤0.01%
132
+49
3132
$6K ﹤0.01%
333
+69
3133
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+430
3134
$6K ﹤0.01%
452
-3,540
3135
$5K ﹤0.01%
199
+99
3136
$5K ﹤0.01%
500
3137
$5K ﹤0.01%
+220
3138
$5K ﹤0.01%
375
3139
$5K ﹤0.01%
300
3140
$5K ﹤0.01%
122
-70
3141
$5K ﹤0.01%
71
3142
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100
3143
$5K ﹤0.01%
238
-225
3144
$5K ﹤0.01%
67
-519
3145
$5K ﹤0.01%
100
3146
$5K ﹤0.01%
188
-218
3147
$5K ﹤0.01%
80
3148
$5K ﹤0.01%
102
+11
3149
$5K ﹤0.01%
298
+1
3150
$5K ﹤0.01%
21
124 125
126
127 128