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
3451
$3K ﹤0.01%
116
3452
$3K ﹤0.01%
102
3453
$3K ﹤0.01%
250
3454
$3K ﹤0.01%
390
-100
3455
$3K ﹤0.01%
47
-753
3456
$3K ﹤0.01%
25
+11
3457
$3K ﹤0.01%
200
3458
$3K ﹤0.01%
150
-500
3459
$3K ﹤0.01%
971
3460
$3K ﹤0.01%
1,050
3461
$3K ﹤0.01%
160
3462
$3K ﹤0.01%
2,665
3463
$3K ﹤0.01%
62
3464
$3K ﹤0.01%
+478
3465
$3K ﹤0.01%
60
3466
$2K ﹤0.01%
+23
3467
$2K ﹤0.01%
45
3468
$2K ﹤0.01%
100
3469
$2K ﹤0.01%
113
-241
3470
$2K ﹤0.01%
35
-59
3471
$2K ﹤0.01%
100
3472
$2K ﹤0.01%
64
-26,883
3473
$2K ﹤0.01%
35
3474
$2K ﹤0.01%
43
-11
3475
$2K ﹤0.01%
60
137 138
139
140 141