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
3276
$4K ﹤0.01%
159
3277
$4K ﹤0.01%
186
3278
$4K ﹤0.01%
+54
3279
$4K ﹤0.01%
102
-120
3280
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150
3281
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97
3282
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161
3283
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75
-50
3284
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95
3285
– –
0
3286
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79
3287
$4K ﹤0.01%
259
-207
3288
$4K ﹤0.01%
2
3289
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100
3290
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53
3291
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178
3292
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300
3293
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171
+34
3294
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204
3295
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28
+7
3296
$4K ﹤0.01%
348
-4,220
3297
$4K ﹤0.01%
98
-24
3298
$4K ﹤0.01%
+100
3299
$4K ﹤0.01%
360
3300
$4K ﹤0.01%
202
+58
130 131
132
133 134