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
3651
$1K ﹤0.01%
+633
3652
$1K ﹤0.01%
+35
3653
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+25
3654
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37
3655
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77
3656
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80
3657
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24
3658
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30
3659
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5
-1
3660
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3661
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+14
3662
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+91
3663
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58
-94
3664
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230
3665
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46
3666
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+36
3667
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103
-6
3668
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30
3669
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436
+16
3670
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257
3671
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500
3672
$1K ﹤0.01%
65
3673
$1K ﹤0.01%
9
3674
$1K ﹤0.01%
+55
3675
$1K ﹤0.01%
240
-24
145 146
147
148 149