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
2226
$28K ﹤0.01%
2,445
+25
2227
$28K ﹤0.01%
1,000
-500
2228
$28K ﹤0.01%
792
+2
2229
$28K ﹤0.01%
158
+8
2230
$28K ﹤0.01%
+500
2231
$28K ﹤0.01%
965
-915
2232
$28K ﹤0.01%
+1,550
2233
$28K ﹤0.01%
392
+272
2234
$28K ﹤0.01%
434
-23
2235
$28K ﹤0.01%
401
+351
2236
$28K ﹤0.01%
381
2237
$28K ﹤0.01%
731
-63
2238
$28K ﹤0.01%
797
+674
2239
$28K ﹤0.01%
+1,200
2240
$28K ﹤0.01%
173
+6
2241
$28K ﹤0.01%
379
+107
2242
$28K ﹤0.01%
530
2243
$28K ﹤0.01%
2,268
+21
2244
$28K ﹤0.01%
+1,796
2245
$28K ﹤0.01%
996
-162
2246
$28K ﹤0.01%
184
-51
2247
$28K ﹤0.01%
1,771
+18
2248
$27K ﹤0.01%
456
-104
2249
$27K ﹤0.01%
417
-120
2250
$27K ﹤0.01%
134
-1
88 89
90
91 92