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
2076
$36K ﹤0.01%
2,227
2077
$36K ﹤0.01%
1,040
-6
2078
$36K ﹤0.01%
1,708
-265
2079
$36K ﹤0.01%
1,242
-102
2080
$35K ﹤0.01%
1,520
2081
$35K ﹤0.01%
7,635
2082
$35K ﹤0.01%
6,350
-20
2083
$35K ﹤0.01%
1,468
+38
2084
$35K ﹤0.01%
112
+17
2085
$35K ﹤0.01%
274
+103
2086
$35K ﹤0.01%
773
-532
2087
$35K ﹤0.01%
1,400
-415
2088
$35K ﹤0.01%
1,176
2089
$35K ﹤0.01%
327
+192
2090
$35K ﹤0.01%
864
2091
$35K ﹤0.01%
3,034
-9,886
2092
$35K ﹤0.01%
546
2093
$35K ﹤0.01%
731
-474
2094
$35K ﹤0.01%
2,137
+1,812
2095
$35K ﹤0.01%
1,200
2096
$35K ﹤0.01%
888
-243
2097
$35K ﹤0.01%
864
-125
2098
$35K ﹤0.01%
4,957
2099
$35K ﹤0.01%
494
+100
2100
$35K ﹤0.01%
5,354
+98
82 83
84
85 86