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
2376
$22K ﹤0.01%
+172
2377
$22K ﹤0.01%
875
-333
2378
$22K ﹤0.01%
330
+76
2379
$22K ﹤0.01%
185
+3
2380
$22K ﹤0.01%
1,740
2381
$22K ﹤0.01%
408
+8
2382
$22K ﹤0.01%
946
+336
2383
$22K ﹤0.01%
1,069
2384
$22K ﹤0.01%
1,468
-1,851
2385
$22K ﹤0.01%
279
-92
2386
$22K ﹤0.01%
725
2387
$22K ﹤0.01%
302
+1
2388
$22K ﹤0.01%
250
2389
$22K ﹤0.01%
410
2390
$22K ﹤0.01%
1,704
+13
2391
$22K ﹤0.01%
481
-159
2392
$22K ﹤0.01%
504
+6
2393
$22K ﹤0.01%
306
+25
2394
$22K ﹤0.01%
692
-22
2395
$22K ﹤0.01%
1,000
2396
$22K ﹤0.01%
223
+25
2397
$22K ﹤0.01%
1,890
2398
$22K ﹤0.01%
712
2399
$21K ﹤0.01%
700
2400
$21K ﹤0.01%
+550
94 95
96
97 98