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
3151
$5K ﹤0.01%
570
3152
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327
+4
3153
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3154
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89
+29
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3157
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3158
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-30
3159
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+33
3160
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+220
3161
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400
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3163
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3164
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3165
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3167
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3168
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+36
3169
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+5,000
3170
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140
+13
3171
$5K ﹤0.01%
130
-224
3172
$5K ﹤0.01%
19
-18
3173
$5K ﹤0.01%
110
+7
3174
$5K ﹤0.01%
500
3175
$5K ﹤0.01%
400
-3,261
125 126
127
128 129