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
3476
$2K ﹤0.01%
100
+37
3477
$2K ﹤0.01%
200
3478
$2K ﹤0.01%
+12
3479
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204
3480
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184
3481
$2K ﹤0.01%
375
+175
3482
$2K ﹤0.01%
904
-40
3483
$2K ﹤0.01%
61
-17
3484
$2K ﹤0.01%
257
3485
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35
-5
3486
$2K ﹤0.01%
99
3487
$2K ﹤0.01%
258
3488
$2K ﹤0.01%
2,000
3489
$2K ﹤0.01%
69
-32
3490
$2K ﹤0.01%
123
3491
$2K ﹤0.01%
30
-2,204
3492
$2K ﹤0.01%
40
-53
3493
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101
3494
$2K ﹤0.01%
3
3495
$2K ﹤0.01%
+58
3496
$2K ﹤0.01%
79
3497
$2K ﹤0.01%
67
-54
3498
$2K ﹤0.01%
100
3499
$2K ﹤0.01%
10
3500
$2K ﹤0.01%
+8
138 139
140
141 142