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
3326
$4K ﹤0.01%
300
-795
3327
$4K ﹤0.01%
6,527
3328
$4K ﹤0.01%
202
+58
3329
$4K ﹤0.01%
70
3330
$4K ﹤0.01%
+113
3331
$4K ﹤0.01%
30
-35
3332
$3K ﹤0.01%
172
-42
3333
$3K ﹤0.01%
156
+45
3334
$3K ﹤0.01%
100
3335
$3K ﹤0.01%
138
-100
3336
$3K ﹤0.01%
125
-334
3337
$3K ﹤0.01%
+40
3338
$3K ﹤0.01%
100
3339
$3K ﹤0.01%
150
3340
$3K ﹤0.01%
52
3341
$3K ﹤0.01%
538
+508
3342
$3K ﹤0.01%
625
3343
$3K ﹤0.01%
100
3344
$3K ﹤0.01%
226
-150
3345
$3K ﹤0.01%
135
3346
$3K ﹤0.01%
100
-775
3347
$3K ﹤0.01%
22
3348
$3K ﹤0.01%
+78
3349
$3K ﹤0.01%
125
-200
3350
$3K ﹤0.01%
+5
132 133
134
135 136