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
3226
$4K ﹤0.01%
6,000
3227
$4K ﹤0.01%
+1,000
3228
$4K ﹤0.01%
97
3229
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161
3230
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178
3231
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300
3232
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171
+34
3233
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50
3234
$4K ﹤0.01%
+200
3235
$4K ﹤0.01%
76
3236
$4K ﹤0.01%
+200
3237
$4K ﹤0.01%
+50
3238
$4K ﹤0.01%
97
3239
$4K ﹤0.01%
+2
3240
$4K ﹤0.01%
500
-803
3241
$4K ﹤0.01%
26
3242
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311
-81
3243
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200
3244
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199
3245
$4K ﹤0.01%
142
-241
3246
$4K ﹤0.01%
187
3247
$4K ﹤0.01%
240
3248
$4K ﹤0.01%
104
3249
$4K ﹤0.01%
269
-55
3250
$4K ﹤0.01%
84
128 129
130
131 132