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
1701
$69K ﹤0.01%
74
+12
1702
$69K ﹤0.01%
11,205
+1,305
1703
$69K ﹤0.01%
603
+3
1704
$68K ﹤0.01%
6,590
+4,400
1705
$68K ﹤0.01%
1,491
+3
1706
$68K ﹤0.01%
1,496
+1
1707
$68K ﹤0.01%
12,139
+4,417
1708
$68K ﹤0.01%
3,313
+3,122
1709
$68K ﹤0.01%
1,331
+854
1710
$68K ﹤0.01%
1,022
+66
1711
$68K ﹤0.01%
996
-19
1712
$68K ﹤0.01%
2,402
+202
1713
$68K ﹤0.01%
1,110
+139
1714
$67K ﹤0.01%
1,660
1715
$67K ﹤0.01%
2,152
+1,250
1716
$67K ﹤0.01%
1,449
-26
1717
$67K ﹤0.01%
632
1718
$67K ﹤0.01%
2,700
1719
$67K ﹤0.01%
1,075
-1,411
1720
$67K ﹤0.01%
1,135
1721
$67K ﹤0.01%
622
-691
1722
$67K ﹤0.01%
1,873
-149
1723
$67K ﹤0.01%
2,872
+852
1724
$67K ﹤0.01%
2,536
-642
1725
$67K ﹤0.01%
3,458
67 68
69
70 71