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
3751
$1K ﹤0.01%
48
+45
3752
$1K ﹤0.01%
6
3753
$0 ﹤0.01%
5,000
-1,550
3754
– –
-3,250
3755
$0 ﹤0.01%
13
3756
$0 ﹤0.01%
7
-225
3757
– –
-2,700
3758
$0 ﹤0.01%
39
3759
– –
-253
3760
– –
-4,085
3761
$0 ﹤0.01%
2
3762
– –
-1,092
3763
– –
-8
3764
– –
-25,116
3765
– –
-530
3766
$0 ﹤0.01%
44
3767
$0 ﹤0.01%
500
-400
3768
$0 ﹤0.01%
12
3769
– –
-26
3770
– –
-553
3771
– –
-4
3772
$0 ﹤0.01%
1,000
3773
– –
-88
3774
– –
-500
3775
– –
-600
149 150
151
152 153