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
2301
$26K ﹤0.01%
327
+4
2302
$26K ﹤0.01%
+958
2303
$26K ﹤0.01%
500
-1,318
2304
$26K ﹤0.01%
1,185
+33
2305
$26K ﹤0.01%
1,380
2306
$25K ﹤0.01%
1,128
+590
2307
$25K ﹤0.01%
1,725
2308
$25K ﹤0.01%
450
2309
$25K ﹤0.01%
806
-2,193
2310
$25K ﹤0.01%
196
+91
2311
$25K ﹤0.01%
960
-369
2312
$25K ﹤0.01%
354
-4
2313
$25K ﹤0.01%
750
-2,686
2314
$25K ﹤0.01%
3,339
-1,089
2315
$25K ﹤0.01%
540
-795
2316
$25K ﹤0.01%
2,190
2317
$25K ﹤0.01%
3,075
+283
2318
$25K ﹤0.01%
555
2319
$25K ﹤0.01%
197
2320
$25K ﹤0.01%
2,000
-1,550
2321
$25K ﹤0.01%
573
-1,925
2322
$25K ﹤0.01%
238
2323
$25K ﹤0.01%
492
2324
$25K ﹤0.01%
1,301
+1,283
2325
$25K ﹤0.01%
770
91 92
93
94 95