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
3576
$2K ﹤0.01%
61
-17
3577
$2K ﹤0.01%
216
3578
$2K ﹤0.01%
427
-1,985
3579
$2K ﹤0.01%
60
+47
3580
$2K ﹤0.01%
341
3581
$2K ﹤0.01%
76
3582
$2K ﹤0.01%
257
3583
$2K ﹤0.01%
619
3584
$2K ﹤0.01%
500
3585
$2K ﹤0.01%
70
3586
$2K ﹤0.01%
245
3587
$2K ﹤0.01%
12
-545
3588
$2K ﹤0.01%
23
-66
3589
$2K ﹤0.01%
35
-5
3590
$2K ﹤0.01%
+93
3591
$2K ﹤0.01%
+28
3592
$2K ﹤0.01%
1,600
+100
3593
$2K ﹤0.01%
52
-71
3594
$2K ﹤0.01%
150
3595
$1K ﹤0.01%
47
3596
$1K ﹤0.01%
147
-523
3597
$1K ﹤0.01%
56
-315
3598
$1K ﹤0.01%
48
3599
$1K ﹤0.01%
+16
3600
$1K ﹤0.01%
62
-439
142 143
144
145 146