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
3426
$3K ﹤0.01%
100
-600
3427
$3K ﹤0.01%
60
3428
$3K ﹤0.01%
30
3429
$3K ﹤0.01%
3,750
3430
$3K ﹤0.01%
183
3431
$3K ﹤0.01%
245
3432
$3K ﹤0.01%
95
3433
$3K ﹤0.01%
1,825
+825
3434
$3K ﹤0.01%
148
3435
$3K ﹤0.01%
12
3436
$3K ﹤0.01%
148
3437
$3K ﹤0.01%
333
3438
$3K ﹤0.01%
1,000
-3,152
3439
$3K ﹤0.01%
740
+300
3440
$3K ﹤0.01%
52
-133
3441
$3K ﹤0.01%
600
3442
$3K ﹤0.01%
360
-15
3443
$3K ﹤0.01%
100
3444
$3K ﹤0.01%
118
3445
$3K ﹤0.01%
100
-100
3446
$3K ﹤0.01%
210
3447
$3K ﹤0.01%
2,500
3448
$3K ﹤0.01%
100
-27
3449
$3K ﹤0.01%
1,579
+565
3450
$3K ﹤0.01%
110
136 137
138
139 140