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
3501
$2K ﹤0.01%
500
3502
$2K ﹤0.01%
43
-11
3503
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140
3504
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28
-4
3505
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3506
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100
+37
3507
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3508
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+12
3509
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46
3510
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550
3511
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1,000
3512
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86
3513
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17
3514
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204
3515
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294
3516
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47
+8
3517
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3518
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3519
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103
-5
3520
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208
+8
3521
$2K ﹤0.01%
85
3522
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74
3523
$2K ﹤0.01%
254
3524
$2K ﹤0.01%
150
3525
$2K ﹤0.01%
62
139 140
141
142 143