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
3601
$1K ﹤0.01%
17
3602
$1K ﹤0.01%
+1,500
3603
$1K ﹤0.01%
87
-27
3604
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34
3605
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37
3606
$1K ﹤0.01%
12
-6,971
3607
$1K ﹤0.01%
24
3608
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53
3609
$1K ﹤0.01%
19
+10
3610
$1K ﹤0.01%
140
3611
$1K ﹤0.01%
39
3612
$1K ﹤0.01%
21
3613
$1K ﹤0.01%
+84
3614
$1K ﹤0.01%
54
3615
$1K ﹤0.01%
100
3616
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10
-15
3617
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10
3618
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3619
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176
3620
$1K ﹤0.01%
35
3621
$1K ﹤0.01%
45
3622
$1K ﹤0.01%
2,417
3623
$1K ﹤0.01%
100
3624
$1K ﹤0.01%
+110
3625
$1K ﹤0.01%
14
143 144
145
146 147