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
3526
$2K ﹤0.01%
25
3527
$2K ﹤0.01%
100
3528
$2K ﹤0.01%
100
3529
$2K ﹤0.01%
266
3530
$2K ﹤0.01%
198
3531
$2K ﹤0.01%
70
3532
$2K ﹤0.01%
181
3533
$2K ﹤0.01%
29
3534
$2K ﹤0.01%
59
3535
$2K ﹤0.01%
30
-11
3536
$2K ﹤0.01%
184
3537
$2K ﹤0.01%
143
3538
$2K ﹤0.01%
57
3539
$2K ﹤0.01%
40
3540
$2K ﹤0.01%
+47
3541
$2K ﹤0.01%
100
3542
$2K ﹤0.01%
94
3543
$2K ﹤0.01%
+50
3544
$2K ﹤0.01%
112
-59
3545
$2K ﹤0.01%
231
-244
3546
$2K ﹤0.01%
80
3547
$2K ﹤0.01%
3,000
3548
$2K ﹤0.01%
174
-12,951
3549
$2K ﹤0.01%
31
3550
– –
-1
140 141
142
143 144