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
3251
$4K ﹤0.01%
131
3252
$4K ﹤0.01%
128
3253
$4K ﹤0.01%
114
3254
$4K ﹤0.01%
300
-795
3255
$4K ﹤0.01%
6,527
3256
$4K ﹤0.01%
1,430
3257
$4K ﹤0.01%
97
3258
$4K ﹤0.01%
509
-3,560
3259
$4K ﹤0.01%
70
3260
$4K ﹤0.01%
64
3261
$4K ﹤0.01%
+450
3262
$4K ﹤0.01%
9
3263
$4K ﹤0.01%
187
-607
3264
$4K ﹤0.01%
333
3265
$4K ﹤0.01%
245
3266
$4K ﹤0.01%
823
-2,450
3267
$4K ﹤0.01%
415
+29
3268
$4K ﹤0.01%
204
+38
3269
$4K ﹤0.01%
1,048
3270
$4K ﹤0.01%
95
-7
3271
$4K ﹤0.01%
100
3272
$4K ﹤0.01%
81
3273
$4K ﹤0.01%
132
3274
$4K ﹤0.01%
174
+65
3275
$4K ﹤0.01%
67
-43
129 130
131
132 133