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
1951
$44K ﹤0.01%
1,769
-1,431
1952
$44K ﹤0.01%
640
+30
1953
$44K ﹤0.01%
239
1954
$44K ﹤0.01%
+2,100
1955
$44K ﹤0.01%
2,226
-3,684
1956
$44K ﹤0.01%
1,021
+218
1957
$44K ﹤0.01%
1,750
-400
1958
$43K ﹤0.01%
882
-280
1959
$43K ﹤0.01%
2,461
1960
$43K ﹤0.01%
189
-58
1961
$43K ﹤0.01%
1,585
-114
1962
$43K ﹤0.01%
5,973
1963
$43K ﹤0.01%
451
1964
$43K ﹤0.01%
1,014
+814
1965
$43K ﹤0.01%
414
-50
1966
$43K ﹤0.01%
216
+118
1967
$43K ﹤0.01%
3,447
+19
1968
$43K ﹤0.01%
665
-1,546
1969
$43K ﹤0.01%
1,815
1970
$42K ﹤0.01%
955
-92
1971
$42K ﹤0.01%
837
+35
1972
$42K ﹤0.01%
1,428
-505
1973
$42K ﹤0.01%
1,255
-5,116
1974
$42K ﹤0.01%
4,129
+947
1975
$42K ﹤0.01%
1,441
-1,590
77 78
79
80 81