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
3601
$1K ﹤0.01%
9
3602
$1K ﹤0.01%
240
-24
3603
$1K ﹤0.01%
450
3604
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232
+4
3605
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3606
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3607
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3608
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3609
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19
3610
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49
3611
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100
3612
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18
3613
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+98
3614
$1K ﹤0.01%
58
-3,335
3615
$1K ﹤0.01%
+16
3616
$1K ﹤0.01%
79
-3,350
3617
$1K ﹤0.01%
+11,136
3618
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37
3619
$1K ﹤0.01%
12
-6,971
3620
$1K ﹤0.01%
30
3621
$1K ﹤0.01%
27
3622
$1K ﹤0.01%
6
3623
$1K ﹤0.01%
30
3624
$1K ﹤0.01%
573
-118
3625
$1K ﹤0.01%
1
143 144
145
146 147