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
3526
$2K ﹤0.01%
150
3527
$2K ﹤0.01%
62
3528
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25
3529
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100
3530
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+500
3531
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100
3532
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266
3533
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198
3534
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70
3535
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181
3536
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29
3537
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59
3538
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30
-11
3539
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143
3540
$2K ﹤0.01%
57
3541
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40
3542
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+47
3543
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3544
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94
3545
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+50
3546
$2K ﹤0.01%
112
-59
3547
$2K ﹤0.01%
231
-244
3548
$2K ﹤0.01%
80
3549
$2K ﹤0.01%
3,000
3550
$2K ﹤0.01%
174
-12,951
140 141
142
143 144