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
2101
$35K ﹤0.01%
865
-1,125
2102
$35K ﹤0.01%
+3,000
2103
$35K ﹤0.01%
872
+531
2104
$34K ﹤0.01%
6,447
+171
2105
$34K ﹤0.01%
1,223
2106
$34K ﹤0.01%
1,470
+142
2107
$34K ﹤0.01%
625
-40
2108
$34K ﹤0.01%
467
-139
2109
$34K ﹤0.01%
1,413
-218
2110
$34K ﹤0.01%
258
-750
2111
$34K ﹤0.01%
748
-582
2112
$34K ﹤0.01%
548
2113
$34K ﹤0.01%
268
2114
$34K ﹤0.01%
1,764
2115
$34K ﹤0.01%
235
-4,525
2116
$34K ﹤0.01%
2,453
-3,810
2117
$34K ﹤0.01%
2,475
2118
$34K ﹤0.01%
985
2119
$34K ﹤0.01%
955
2120
$34K ﹤0.01%
1,208
-8
2121
$33K ﹤0.01%
1,609
+96
2122
$33K ﹤0.01%
1,538
+1,000
2123
$33K ﹤0.01%
1,412
-2,184
2124
$33K ﹤0.01%
2,415
-100
2125
$33K ﹤0.01%
1,102
+398
83 84
85
86 87