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
3351
$3K ﹤0.01%
1
3352
$3K ﹤0.01%
625
3353
$3K ﹤0.01%
100
3354
$3K ﹤0.01%
180
3355
$3K ﹤0.01%
37
-59
3356
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101
3357
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26
3358
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+1,000
3359
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226
-150
3360
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135
3361
$3K ﹤0.01%
100
-775
3362
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814
-100
3363
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240
3364
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+90
3365
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251
3366
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60
3367
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3368
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22
3369
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100
3370
$3K ﹤0.01%
+78
3371
$3K ﹤0.01%
37
-131
3372
$3K ﹤0.01%
238
-130
3373
$3K ﹤0.01%
51
3374
$3K ﹤0.01%
500
3375
$3K ﹤0.01%
770
-334
133 134
135
136 137