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
3476
$2K ﹤0.01%
3
3477
$2K ﹤0.01%
+23
3478
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+58
3479
$2K ﹤0.01%
+200
3480
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79
3481
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67
-54
3482
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45
3483
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100
3484
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113
-241
3485
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100
3486
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10
3487
$2K ﹤0.01%
+8
3488
$2K ﹤0.01%
+212
3489
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23
3490
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35
-59
3491
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20
3492
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85
3493
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3494
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100
3495
$2K ﹤0.01%
64
-26,883
3496
$2K ﹤0.01%
35
3497
$2K ﹤0.01%
57
-340
3498
$2K ﹤0.01%
70
-400
3499
$2K ﹤0.01%
94
+34
3500
$2K ﹤0.01%
62
-66
138 139
140
141 142