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
3376
$3K ﹤0.01%
1,800
3377
$3K ﹤0.01%
37
-59
3378
$3K ﹤0.01%
101
3379
$3K ﹤0.01%
26
3380
$3K ﹤0.01%
+1,000
3381
$3K ﹤0.01%
814
-100
3382
$3K ﹤0.01%
240
3383
$3K ﹤0.01%
+90
3384
$3K ﹤0.01%
251
3385
$3K ﹤0.01%
162
3386
$3K ﹤0.01%
100
3387
$3K ﹤0.01%
37
-131
3388
$3K ﹤0.01%
238
-130
3389
$3K ﹤0.01%
51
3390
$3K ﹤0.01%
500
3391
$3K ﹤0.01%
770
-334
3392
$3K ﹤0.01%
611
+1
3393
$3K ﹤0.01%
174
3394
$3K ﹤0.01%
51
-100
3395
$3K ﹤0.01%
53
+14
3396
$3K ﹤0.01%
50
3397
$3K ﹤0.01%
59
-19
3398
$3K ﹤0.01%
50
-39
3399
$3K ﹤0.01%
100
-31
3400
$3K ﹤0.01%
42
134 135
136
137 138