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
1526
$92K ﹤0.01%
6,514
-31
1527
$91K ﹤0.01%
1,319
+51
1528
$91K ﹤0.01%
10,361
+1,912
1529
$91K ﹤0.01%
2,628
-250
1530
$91K ﹤0.01%
3,144
+1,614
1531
$91K ﹤0.01%
2,291
-46
1532
$91K ﹤0.01%
6,131
-1,149
1533
$91K ﹤0.01%
1,361
+134
1534
$91K ﹤0.01%
503
-518
1535
$91K ﹤0.01%
931
+682
1536
$90K ﹤0.01%
1,286
1537
$90K ﹤0.01%
3,728
-503
1538
$90K ﹤0.01%
3,026
1539
$90K ﹤0.01%
1,581
-602
1540
$90K ﹤0.01%
2,050
-11
1541
$90K ﹤0.01%
1,801
1542
$90K ﹤0.01%
1,244
+2
1543
$90K ﹤0.01%
2,384
+1,102
1544
$89K ﹤0.01%
3,921
+183
1545
$89K ﹤0.01%
2,611
+14
1546
$89K ﹤0.01%
873
+83
1547
$89K ﹤0.01%
3,427
-27
1548
$89K ﹤0.01%
4,730
-291
1549
$89K ﹤0.01%
1,333
-6
1550
$89K ﹤0.01%
4,439
-450
60 61
62
63 64