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
2676
$13K ﹤0.01%
545
2677
$13K ﹤0.01%
1,097
+97
2678
$13K ﹤0.01%
376
+1
2679
$13K ﹤0.01%
269
-2,933
2680
$13K ﹤0.01%
175
+119
2681
$13K ﹤0.01%
240
2682
$13K ﹤0.01%
211
2683
$13K ﹤0.01%
1,515
+777
2684
$13K ﹤0.01%
155
+1
2685
$13K ﹤0.01%
+308
2686
$13K ﹤0.01%
423
2687
$13K ﹤0.01%
190
2688
$13K ﹤0.01%
122
+3
2689
$13K ﹤0.01%
177
-93
2690
$13K ﹤0.01%
4,754
-1,529
2691
$13K ﹤0.01%
823
2692
$13K ﹤0.01%
493
2693
$12K ﹤0.01%
188
2694
$12K ﹤0.01%
757
2695
$12K ﹤0.01%
139
-4
2696
$12K ﹤0.01%
227
+86
2697
$12K ﹤0.01%
150
-372
2698
$12K ﹤0.01%
2,200
+200
2699
$12K ﹤0.01%
19
2700
$12K ﹤0.01%
605
106 107
108
109 110