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
3401
$3K ﹤0.01%
126
-49
3402
$3K ﹤0.01%
60
3403
$3K ﹤0.01%
175
3404
$3K ﹤0.01%
174
3405
$3K ﹤0.01%
32
3406
$3K ﹤0.01%
117
3407
$3K ﹤0.01%
82
3408
$3K ﹤0.01%
+125
3409
$3K ﹤0.01%
34
-7,501
3410
$3K ﹤0.01%
100
3411
$3K ﹤0.01%
102
-1,644
3412
$3K ﹤0.01%
100
-600
3413
$3K ﹤0.01%
60
3414
$3K ﹤0.01%
30
3415
$3K ﹤0.01%
3,750
3416
$3K ﹤0.01%
183
3417
$3K ﹤0.01%
245
3418
$3K ﹤0.01%
95
3419
$3K ﹤0.01%
1,825
+825
3420
$3K ﹤0.01%
+5
3421
$3K ﹤0.01%
148
3422
$3K ﹤0.01%
12
3423
$3K ﹤0.01%
50
3424
$3K ﹤0.01%
12
3425
$3K ﹤0.01%
230
135 136
137
138 139