IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
914
+8
3202
$5K ﹤0.01%
1,060
-458
3203
$5K ﹤0.01%
21
3204
$5K ﹤0.01%
570
3205
$5K ﹤0.01%
327
+4
3206
$5K ﹤0.01%
223
3207
$5K ﹤0.01%
298
+1
3208
$5K ﹤0.01%
89
+29
3209
$5K ﹤0.01%
53
+8
3210
$5K ﹤0.01%
78
3211
$5K ﹤0.01%
173
-647
3212
$5K ﹤0.01%
100
-30
3213
$5K ﹤0.01%
201
+33
3214
$5K ﹤0.01%
312
+220
3215
$5K ﹤0.01%
266
-400
3216
$5K ﹤0.01%
400
+128
3217
$5K ﹤0.01%
162
3218
$5K ﹤0.01%
150
3219
$5K ﹤0.01%
28
3220
$5K ﹤0.01%
78
3221
$5K ﹤0.01%
+36
3222
$5K ﹤0.01%
+5,000
3223
$5K ﹤0.01%
82
+8
3224
$4K ﹤0.01%
128
3225
$4K ﹤0.01%
400
127 128
129
130 131