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
3176
$5K ﹤0.01%
+302
3177
$5K ﹤0.01%
151
3178
$5K ﹤0.01%
231
+29
3179
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120
-440
3180
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1,000
-68,316
3181
$5K ﹤0.01%
259
+49
3182
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123
3183
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117
-154
3184
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166
3185
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100
-1,161
3186
$5K ﹤0.01%
178
+126
3187
$5K ﹤0.01%
400
3188
$5K ﹤0.01%
116
-50
3189
$5K ﹤0.01%
312
3190
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75
3191
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325
3192
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162
3193
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31
3194
$5K ﹤0.01%
+218
3195
$5K ﹤0.01%
100
3196
$5K ﹤0.01%
68
+12
3197
$5K ﹤0.01%
200
3198
$5K ﹤0.01%
77
3199
$5K ﹤0.01%
100
3200
$5K ﹤0.01%
425
126 127
128
129 130