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
2276
$27K ﹤0.01%
1,000
2277
$27K ﹤0.01%
10,000
2278
$27K ﹤0.01%
1,094
-239
2279
$27K ﹤0.01%
1,076
+162
2280
$26K ﹤0.01%
840
-10
2281
$26K ﹤0.01%
9,162
+348
2282
$26K ﹤0.01%
1,250
2283
$26K ﹤0.01%
1,624
2284
$26K ﹤0.01%
428
-217
2285
$26K ﹤0.01%
1,947
2286
$26K ﹤0.01%
46,453
+1,500
2287
$26K ﹤0.01%
1,773
+479
2288
$26K ﹤0.01%
172
-4
2289
$26K ﹤0.01%
579
-36
2290
$26K ﹤0.01%
1,440
2291
$26K ﹤0.01%
245
2292
$26K ﹤0.01%
700
2293
$26K ﹤0.01%
1,500
+800
2294
$26K ﹤0.01%
526
2295
$26K ﹤0.01%
1,470
+175
2296
$26K ﹤0.01%
717
2297
$26K ﹤0.01%
7,000
2298
$26K ﹤0.01%
1,226
+61
2299
$26K ﹤0.01%
568
2300
$26K ﹤0.01%
3,035
+635
90 91
92
93 94