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
3201
$5K ﹤0.01%
92
+1
3202
$5K ﹤0.01%
119
-975
3203
$5K ﹤0.01%
134
+12
3204
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103
+1
3205
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3206
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740
3207
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140
+32
3208
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67
-19
3209
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3210
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130
3211
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154
-8
3212
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28
-45
3213
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46
3214
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355
+139
3215
$5K ﹤0.01%
914
+8
3216
$5K ﹤0.01%
1,060
-458
3217
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220
3218
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160
3219
$5K ﹤0.01%
110
+1
3220
$5K ﹤0.01%
377
-82
3221
$5K ﹤0.01%
168
3222
$5K ﹤0.01%
428
3223
$5K ﹤0.01%
82
+8
3224
$4K ﹤0.01%
128
3225
$4K ﹤0.01%
400
127 128
129
130 131