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
3401
$3K ﹤0.01%
15
3402
$3K ﹤0.01%
28
-80
3403
$3K ﹤0.01%
256
3404
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554
3405
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87
3406
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3407
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64
3408
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50
3409
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20
+5
3410
$3K ﹤0.01%
50
-3,229
3411
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3412
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+300
3413
$3K ﹤0.01%
116
-198
3414
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399
3415
$3K ﹤0.01%
126
-49
3416
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3417
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3418
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3419
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32
3420
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117
3421
$3K ﹤0.01%
82
3422
$3K ﹤0.01%
+125
3423
$3K ﹤0.01%
34
-7,501
3424
$3K ﹤0.01%
100
3425
$3K ﹤0.01%
102
-1,644
135 136
137
138 139