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
3826
– –
-2
3827
$0 ﹤0.01%
12
3828
$0 ﹤0.01%
156
3829
– –
-142
3830
$0 ﹤0.01%
+5
3831
$0 ﹤0.01%
33
3832
– –
-215
3833
– –
-500
3834
$0 ﹤0.01%
13
3835
– –
-17
3836
$0 ﹤0.01%
642
3837
– –
-1
3838
$0 ﹤0.01%
+8
3839
$0 ﹤0.01%
350
3840
$0 ﹤0.01%
55
3841
$0 ﹤0.01%
1,397
3842
$0 ﹤0.01%
1
3843
– –
-433
3844
– –
-321
3845
– –
-15
3846
– –
-24,636
3847
– –
-33
3848
– –
-3,750
3849
– –
-1,537
3850
– –
-3,798
152 153
154
155 156