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
3051
$7K ﹤0.01%
108
3052
$7K ﹤0.01%
202
-85
3053
$7K ﹤0.01%
82
-2
3054
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98
-742
3055
$7K ﹤0.01%
594
-1,878
3056
$7K ﹤0.01%
802
3057
$7K ﹤0.01%
2,000
3058
$7K ﹤0.01%
426
-50
3059
$7K ﹤0.01%
378
-24
3060
$7K ﹤0.01%
350
3061
$7K ﹤0.01%
250
3062
$7K ﹤0.01%
1,332
-52
3063
$7K ﹤0.01%
194
3064
$7K ﹤0.01%
115
3065
$6K ﹤0.01%
+146
3066
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409
3067
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1
3068
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99
+17
3069
$6K ﹤0.01%
+160
3070
$6K ﹤0.01%
212
-10
3071
$6K ﹤0.01%
400
3072
$6K ﹤0.01%
158
3073
$6K ﹤0.01%
122
3074
$6K ﹤0.01%
200
3075
$6K ﹤0.01%
118
121 122
123
124 125