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
3226
$4K ﹤0.01%
+200
3227
$4K ﹤0.01%
+200
3228
$4K ﹤0.01%
+50
3229
$4K ﹤0.01%
200
3230
$4K ﹤0.01%
50
3231
$4K ﹤0.01%
+275
3232
$4K ﹤0.01%
+100
3233
$4K ﹤0.01%
76
3234
$4K ﹤0.01%
233
-680
3235
$4K ﹤0.01%
25
-6
3236
$4K ﹤0.01%
224
-240
3237
$4K ﹤0.01%
97
3238
$4K ﹤0.01%
+2
3239
$4K ﹤0.01%
70
3240
$4K ﹤0.01%
500
-803
3241
$4K ﹤0.01%
104
3242
$4K ﹤0.01%
269
-55
3243
$4K ﹤0.01%
+182
3244
$4K ﹤0.01%
6,000
3245
$4K ﹤0.01%
+1,000
3246
$4K ﹤0.01%
84
3247
$4K ﹤0.01%
839
+766
3248
$4K ﹤0.01%
816
3249
$4K ﹤0.01%
98
3250
$4K ﹤0.01%
216
128 129
130
131 132