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
3276
$4K ﹤0.01%
174
+65
3277
$4K ﹤0.01%
67
-43
3278
$4K ﹤0.01%
159
3279
$4K ﹤0.01%
186
3280
$4K ﹤0.01%
+54
3281
$4K ﹤0.01%
102
-120
3282
$4K ﹤0.01%
150
3283
$4K ﹤0.01%
75
-50
3284
$4K ﹤0.01%
95
3285
$4K ﹤0.01%
2
3286
$4K ﹤0.01%
79
3287
$4K ﹤0.01%
259
-207
3288
$4K ﹤0.01%
2
3289
$4K ﹤0.01%
100
3290
$4K ﹤0.01%
53
3291
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51
3292
$4K ﹤0.01%
28
+7
3293
$4K ﹤0.01%
348
-4,220
3294
$4K ﹤0.01%
83
3295
$4K ﹤0.01%
+28
3296
$4K ﹤0.01%
+275
3297
$4K ﹤0.01%
+100
3298
$4K ﹤0.01%
233
-680
3299
$4K ﹤0.01%
25
-6
3300
$4K ﹤0.01%
224
-240
130 131
132
133 134