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
3376
$3K ﹤0.01%
611
+1
3377
$3K ﹤0.01%
174
3378
$3K ﹤0.01%
51
-100
3379
$3K ﹤0.01%
53
+14
3380
$3K ﹤0.01%
50
3381
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59
-19
3382
$3K ﹤0.01%
50
-39
3383
$3K ﹤0.01%
100
-31
3384
$3K ﹤0.01%
42
3385
$3K ﹤0.01%
15
3386
$3K ﹤0.01%
28
-80
3387
$3K ﹤0.01%
256
3388
$3K ﹤0.01%
554
3389
$3K ﹤0.01%
87
3390
$3K ﹤0.01%
38
3391
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64
3392
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50
3393
$3K ﹤0.01%
+40
3394
$3K ﹤0.01%
20
+5
3395
$3K ﹤0.01%
50
-3,229
3396
$3K ﹤0.01%
200
3397
$3K ﹤0.01%
+300
3398
$3K ﹤0.01%
116
-198
3399
$3K ﹤0.01%
125
-200
3400
$3K ﹤0.01%
399
134 135
136
137 138