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
3676
$1K ﹤0.01%
450
3677
$1K ﹤0.01%
22
3678
$1K ﹤0.01%
232
+4
3679
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18
3680
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3681
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3682
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3683
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19
3684
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27
3685
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6
3686
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30
3687
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3688
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100
3689
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18
3690
$1K ﹤0.01%
+98
3691
$1K ﹤0.01%
58
-3,335
3692
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+16
3693
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79
-3,350
3694
$1K ﹤0.01%
+11,136
3695
$1K ﹤0.01%
+49
3696
$1K ﹤0.01%
73
3697
$1K ﹤0.01%
201
3698
$1K ﹤0.01%
56
3699
$1K ﹤0.01%
121
-79
3700
$1K ﹤0.01%
+14
146 147
148
149 150