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
3351
$3K ﹤0.01%
50
3352
$3K ﹤0.01%
12
3353
$3K ﹤0.01%
230
3354
$3K ﹤0.01%
+75
3355
$3K ﹤0.01%
111
-1,397
3356
$3K ﹤0.01%
116
3357
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118
3358
$3K ﹤0.01%
444
3359
$3K ﹤0.01%
745
3360
$3K ﹤0.01%
532
-300
3361
$3K ﹤0.01%
43
-68
3362
$3K ﹤0.01%
100
3363
$3K ﹤0.01%
137
3364
$3K ﹤0.01%
2,497
+58
3365
$3K ﹤0.01%
128
+48
3366
$3K ﹤0.01%
+2
3367
$3K ﹤0.01%
55
-107
3368
$3K ﹤0.01%
117
-42
3369
$3K ﹤0.01%
105
+2
3370
$3K ﹤0.01%
40
3371
$3K ﹤0.01%
+120
3372
$3K ﹤0.01%
241
3373
$3K ﹤0.01%
+396
3374
$3K ﹤0.01%
19
3375
$3K ﹤0.01%
1
133 134
135
136 137