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
1826
$56K ﹤0.01%
2,013
-1,005
1827
$56K ﹤0.01%
+2,263
1828
$56K ﹤0.01%
738
+15
1829
$55K ﹤0.01%
460
-9
1830
$55K ﹤0.01%
1,092
1831
$55K ﹤0.01%
315
-42
1832
$55K ﹤0.01%
1,695
1833
$55K ﹤0.01%
301
-7
1834
$55K ﹤0.01%
1,040
-3,331
1835
$55K ﹤0.01%
1,611
-2,570
1836
$55K ﹤0.01%
16,500
1837
$55K ﹤0.01%
2,130
1838
$55K ﹤0.01%
1,251
+177
1839
$54K ﹤0.01%
1,700
1840
$54K ﹤0.01%
760
+72
1841
$54K ﹤0.01%
1,045
-1,944
1842
$54K ﹤0.01%
2,252
+920
1843
$54K ﹤0.01%
402
+2
1844
$54K ﹤0.01%
+3,200
1845
$54K ﹤0.01%
1,296
+236
1846
$54K ﹤0.01%
3,625
1847
$54K ﹤0.01%
1,755
+128
1848
$54K ﹤0.01%
1,720
-24
1849
$54K ﹤0.01%
1,020
1850
$53K ﹤0.01%
454
+362
72 73
74
75 76