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
2151
$32K ﹤0.01%
127
+7
2152
$32K ﹤0.01%
621
+415
2153
$32K ﹤0.01%
2,055
2154
$32K ﹤0.01%
2,028
2155
$32K ﹤0.01%
+1,414
2156
$31K ﹤0.01%
931
+212
2157
$31K ﹤0.01%
1,000
2158
$31K ﹤0.01%
1,000
-500
2159
$31K ﹤0.01%
1,342
2160
$31K ﹤0.01%
3,610
2161
$31K ﹤0.01%
1,535
-850
2162
$31K ﹤0.01%
480
2163
$31K ﹤0.01%
332
-293
2164
$31K ﹤0.01%
1,000
2165
$31K ﹤0.01%
412
2166
$31K ﹤0.01%
+888
2167
$31K ﹤0.01%
503
2168
$31K ﹤0.01%
+70
2169
$31K ﹤0.01%
705
-148
2170
$31K ﹤0.01%
461
2171
$31K ﹤0.01%
413
-474
2172
$31K ﹤0.01%
10,355
+498
2173
$31K ﹤0.01%
1,067
+970
2174
$31K ﹤0.01%
1,790
2175
$31K ﹤0.01%
1,357
+177
85 86
87
88 89