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
1851
$53K ﹤0.01%
+2,133
1852
$53K ﹤0.01%
4,289
+3,972
1853
$53K ﹤0.01%
1,503
+1,500
1854
$53K ﹤0.01%
454
+362
1855
$53K ﹤0.01%
1,152
+930
1856
$53K ﹤0.01%
964
1857
$53K ﹤0.01%
861
-162
1858
$53K ﹤0.01%
1,482
1859
$53K ﹤0.01%
1,541
+2
1860
$53K ﹤0.01%
429
+112
1861
$52K ﹤0.01%
277
-32
1862
$52K ﹤0.01%
263
-21
1863
$52K ﹤0.01%
1,400
1864
$52K ﹤0.01%
700
1865
$52K ﹤0.01%
2,367
+1,179
1866
$52K ﹤0.01%
1,004
-1,468
1867
$52K ﹤0.01%
2,275
1868
$52K ﹤0.01%
809
-168
1869
$52K ﹤0.01%
951
-317
1870
$52K ﹤0.01%
847
+61
1871
$52K ﹤0.01%
2,801
-2,629
1872
$52K ﹤0.01%
763
1873
$52K ﹤0.01%
3,819
1874
$51K ﹤0.01%
2,522
+235
1875
$51K ﹤0.01%
481
-635
73 74
75
76 77