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
1926
$46K ﹤0.01%
1,160
-56
1927
$46K ﹤0.01%
1,237
+7
1928
$46K ﹤0.01%
1,001
+293
1929
$46K ﹤0.01%
957
+9
1930
$46K ﹤0.01%
3,095
+240
1931
$46K ﹤0.01%
347
+72
1932
$45K ﹤0.01%
1,510
1933
$45K ﹤0.01%
2,486
1934
$45K ﹤0.01%
1,542
-41
1935
$45K ﹤0.01%
1,804
1936
$45K ﹤0.01%
473
1937
$45K ﹤0.01%
8,600
-4,370
1938
$45K ﹤0.01%
1,164
+16
1939
$45K ﹤0.01%
2,114
+302
1940
$45K ﹤0.01%
3,406
+3,182
1941
$45K ﹤0.01%
6,210
-3,571
1942
$45K ﹤0.01%
3,060
-18
1943
$45K ﹤0.01%
1,375
-120
1944
$45K ﹤0.01%
467
+317
1945
$45K ﹤0.01%
600
-500
1946
$44K ﹤0.01%
1,898
+463
1947
$44K ﹤0.01%
737
1948
$44K ﹤0.01%
517
+383
1949
$44K ﹤0.01%
837
1950
$44K ﹤0.01%
1,565
+11
76 77
78
79 80