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
3751
$1K ﹤0.01%
46
3752
$1K ﹤0.01%
+36
3753
– –
-120
3754
– –
-465
3755
– –
-1,300
3756
– –
-1,459
3757
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-500
3758
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-500
3759
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-175
3760
$0 ﹤0.01%
10
3761
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-3,316
3762
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-44
3763
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-410
3764
$0 ﹤0.01%
7
-225
3765
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-2,700
3766
$0 ﹤0.01%
39
3767
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-253
3768
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-8
3769
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-25,116
3770
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-530
3771
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-1,378
3772
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3773
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3774
$0 ﹤0.01%
44
3775
$0 ﹤0.01%
500
-400
149 150
151
152 153