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
1876
$51K ﹤0.01%
1,499
+55
1877
$51K ﹤0.01%
2,522
+235
1878
$51K ﹤0.01%
481
-635
1879
$51K ﹤0.01%
3,999
-995
1880
$51K ﹤0.01%
1,294
-12
1881
$51K ﹤0.01%
1,413
-24
1882
$50K ﹤0.01%
2,201
1883
$50K ﹤0.01%
8,254
+2,954
1884
$50K ﹤0.01%
+1,394
1885
$50K ﹤0.01%
1,738
+52
1886
$50K ﹤0.01%
1,423
-65
1887
$50K ﹤0.01%
3,154
+53
1888
$50K ﹤0.01%
500
1889
$50K ﹤0.01%
846
+97
1890
$50K ﹤0.01%
514
1891
$50K ﹤0.01%
634
-19
1892
$50K ﹤0.01%
2,173
1893
$50K ﹤0.01%
2,839
+1,800
1894
$49K ﹤0.01%
427
1895
$49K ﹤0.01%
9,192
-2,002
1896
$49K ﹤0.01%
948
-62
1897
$49K ﹤0.01%
561
+100
1898
$49K ﹤0.01%
611
-1,132
1899
$49K ﹤0.01%
1,818
-402
1900
$49K ﹤0.01%
3,339
+1,550
74 75
76
77 78